· 2022–2024 · DOL EFAST2

PPO Advisors LLC — PPO Advisors LLC 401(k) Profit, Form 5500 (2024)

Original filing (PDF)20250414064344NAL0002781824001

PPO Advisors LLC

Form 5500-SF

FILING_RECEIVED

PPO Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PPO Advisors LLC's PPO Advisors LLC 401(k) Profit Sharing Plan & Trust held $175K in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

5

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

53

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PPO ADVISORS LLC.

Plan sponsor

Name

PPO ADVISORS LLC

EIN

Address

7285 W. 132ND ST., · SUITE 140 · OVERLAND PARK, KS · 66213

Phone

(913) 681-1350

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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