How big is Civitas Advisors Inc.'s plan?

Civitas Advisors Inc.'s plan reported $4.3M in assets and 13 participants for 2024.

Original filing (PDF)20251002172031NAL0000470883001

Civitas Advisors Inc.

Name: Civitas Advisors Inc. — Civitas Advisors Inc. 401(k), Form 5500 (2024)
Creator: Civitas Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Civitas Advisors Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Civitas Advisors Inc.'s Civitas Advisors Inc. 401(k) Profit Sharing Plan held $4.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Civitas Advisors Inc.'s EIN is 90-0045609.

EIN 90-0045609

Plan number 001

Plan year 2024

ACK ID 20251002172031NAL0000470883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Civitas 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 CIVITAS ADVISORS INC.

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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