How big is Assured Advisory Group LLC's plan?

Assured Advisory Group LLC's plan reported $35K in assets and 6 participants for 2025.

Original filing (PDF)20260407112909NAL0004950707001

Assured Advisory Group LLC

Name: Assured Advisory Group LLC — Assured Advisory Group, Form 5500 (2025)
Creator: Assured Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assured Advisory Group LLC 401(k) Plan

401(k) retirement plan · Assured Advisory Group LLC's Assured Advisory Group LLC 401(k) Plan held $35K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

David Schlossberg signed Assured Advisory Group LLC's 2025 Form 5500 as plan administrator.

David Schlossberg — 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

Assured Advisory Group LLC's EIN is 87-2509421.

EIN 87-2509421

Plan number 001

Plan year 2025

ACK ID 20260407112909NAL0004950707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Assured Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Assured Advisory Group 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 ASSURED ADVISORY GROUP LLC.

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Plan health score

Above-average plan

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