How big is Adler - Shorts Tool's plan?

Adler - Shorts Tool's plan reported $642K in assets and 14 participants for 2024.

Original filing (PDF)20250407194519NAL0033819906001

Adler - Shorts Tool

Name: Adler - Shorts Tool — Adler - Shorts Tool 401(k), Form 5500 (2024)
Creator: Adler - Shorts Tool
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adler - Shorts Tool 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Adler - Shorts Tool's Adler - Shorts Tool 401(k) Profit Sharing Plan & Trust held $642K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

Plan identifiers

Adler - Shorts Tool's EIN is 86-3279849.

EIN 86-3279849

Plan number 002

Plan year 2024

ACK ID 20250407194519NAL0033819906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adler - Shorts Tool from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adler - Shorts Tool's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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