How big is Cirrus Advisors, LLC's plan?

Cirrus Advisors, LLC's plan reported $669K in assets and 10 participants for 2024.

Original filing (PDF)20250626131527NAL0008601345001

Cirrus Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Cirrus Advisors 401(k) Plan

401(k) retirement plan · Cirrus Advisors, LLC's Cirrus Advisors 401(k) Plan held $669K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

Plan identifiers

Cirrus Advisors, LLC's EIN is 92-2532259.

EIN 92-2532259

Plan number 001

Plan year 2024

ACK ID 20250626131527NAL0008601345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cirrus Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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