How big is Protegrity Advisors, LLC's plan?

Protegrity Advisors, LLC's plan reported $81K in assets and 5 participants for 2024.

Original filing (PDF)20250603073206NAL0007084323001

Protegrity Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Protegrity Advisors, LLC 401(k) Plan

401(k) retirement plan · Protegrity Advisors, LLC's Protegrity Advisors, LLC 401(k) Plan held $81K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Mark Pollack signed Protegrity Advisors, LLC's 2024 Form 5500 as plan administrator.

Mark Pollack — 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

Protegrity Advisors, LLC's EIN is 93-2109724.

EIN 93-2109724

Plan number 001

Plan year 2024

ACK ID 20250603073206NAL0007084323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Protegrity Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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