How big is SBIR Advisors Inc.'s plan?

SBIR Advisors Inc.'s plan reported $3.5M in assets and 54 participants for 2025.

Original filing (PDF)20260423221002NAL0002832227059

SBIR Advisors Inc.

Name: SBIR Advisors Inc. — SBIR Advisors 401(k) Plan, Form 5500 (2025)
Creator: SBIR Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBIR Advisors 401(k) Plan

401(k) retirement plan · SBIR Advisors Inc.'s SBIR Advisors 401(k) Plan held $3.5M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

SBIR Advisors Inc.'s EIN is 85-2885429.

EIN 85-2885429

Plan number 001

Plan year 2025

ACK ID 20260423221002NAL0002832227059

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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