Original filing (PDF)20251013172221NAL0002471040001

ADAPTATION FINANCIAL ADVISORS INC.

Name: ADAPTATION FINANCIAL ADVISORS INC. — ADAPTATION FINANCIAL ADVISORS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ADAPTATION FINANCIAL ADVISORS INC.

Form 5500-SF

FILING_RECEIVED

ADAPTATION FINANCIAL ADVISORS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ADAPTATION FINANCIAL ADVISORS INC.

EIN

85-0493022

Address

700 CEDAR LAKE BOULEVARD · OKLAHOMA CITY, OK · 73114

Phone

(405) 478-7700

Industry

Finance & Insurancesee all

Plan administrator