How big is Positive SUM Advisors LLC's plan?

Positive SUM Advisors LLC's plan reported $1.3M in assets and 12 participants for 2025.

Original filing (PDF)20260424221128NAL0006182497069

Positive SUM Advisors LLC

Name: Positive SUM Advisors LLC — Positive SUM Advisors, Form 5500 (2025)
Creator: Positive SUM Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Positive SUM Advisors 401(k) Plan

401(k) retirement plan · Positive SUM Advisors LLC's Positive SUM Advisors 401(k) Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Positive SUM Advisors LLC's EIN is 85-2065549.

EIN 85-2065549

Plan number 001

Plan year 2025

ACK ID 20260424221128NAL0006182497069

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Positive SUM Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Positive SUM Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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