How big is San Diego Advisors, Inc.'s plan?

San Diego Advisors, Inc.'s plan reported $762K in assets and 3 participants for 2024.

Original filing (PDF)20250214163407NAL0043427856001

San Diego Advisors, Inc.

Name: San Diego Advisors, Inc. — San Diego Advisors, Inc., Form 5500 (2024)
Creator: San Diego Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Diego Advisors, Inc. Retirement Plan

401(k) retirement plan · San Diego Advisors, Inc.'s San Diego Advisors, Inc. Retirement Plan held $762K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

Plan identifiers

San Diego Advisors, Inc.'s EIN is 87-2512672.

EIN 87-2512672

Plan number 001

Plan year 2024

ACK ID 20250214163407NAL0043427856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Diego Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Diego Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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