How big is South Lane Advisors' plan?

South Lane Advisors' plan reported $679 in assets and 1 participants for 2023.

Original filing (PDF)20250327092109NAL0017181697001

South Lane Advisors

Name: South Lane Advisors — South Lane Advisors Chamber, Form 5500 (2023)
Creator: South Lane Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Lane Advisors Chamber Benefit Arrangement Plan

Health & welfare plan · South Lane Advisors' South Lane Advisors Chamber Benefit Arrangement Plan held $679 in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$679

Net assets (EOY)

$153

People on this filing

Stephen Millard signed South Lane Advisors' 2023 Form 5500 as plan administrator.

Stephen Millard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

South Lane Advisors' EIN is 92-3951571.

EIN 92-3951571

Plan number 501

Plan year 2023

ACK ID 20250327092109NAL0017181697001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for South Lane Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

South Lane Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score