Original filing (PDF)20250530115620NAL0014903808001

CANOPY ROADS ADVISORS LLC

Name: CANOPY ROADS ADVISORS LLC — CANOPY ROADS ADVISORS LLC 401(K) PLAN, Form 5500 (2024)
Creator: CANOPY ROADS ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

CANOPY ROADS ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANOPY ROADS ADVISORS LLC.

Plan sponsor

Name

CANOPY ROADS ADVISORS LLC

EIN

88-2788599

Address

3320 THOMASVILLE ROAD, SUITE 301 · TALLAHASSEE, FL · 32308

Phone

(805) 383-1800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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