How big is Underhill Financial Advisors, LLC's plan?

Underhill Financial Advisors, LLC's plan reported $3.5M in assets and 6 participants for 2024.

Original filing (PDF)20250719185042NAL0004848032001

Underhill Financial Advisors, LLC

Name: Underhill Financial Advisors, LLC — Underhill, Form 5500 (2024)
Creator: Underhill Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Underhill Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Underhill Financial Advisors, LLC's Underhill Financial Advisors, LLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Jordan J. Underhill signed Underhill Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Jordan J. Underhill — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Underhill Financial Advisors, LLC's EIN is 86-1012452.

EIN 86-1012452

Plan number 001

Plan year 2024

ACK ID 20250719185042NAL0004848032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Underhill Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off