Original filing (PDF)20250922062535NAL0011715538001

ADEPTUS ADVISORS LLC

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

Form 5500-SF

FILING_RECEIVED

ADEPTUS ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

146

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

ADEPTUS ADVISORS LLC

EIN

92-1472936

Address

733 ROUTE 35 · SUITE A · OCEAN, NJ · 07712

Phone

(732) 745-8800

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADEPTUS ADVISORS LLC

EIN

20-1835208

City

OCEAN, NJ

Phone

(732) 745-8800

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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