How big is Plank Road Advisors, LLC's plan?

Plank Road Advisors, LLC's plan reported $202K in assets and 9 participants for 2024.

Original filing (PDF)20250806125843NAL0003826832001

Plank Road Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Plank Road Advisors 401(k) Employee Retirement Savings Plan

401(k) retirement plan · Plank Road Advisors, LLC's Plank Road Advisors 401(k) Employee Retirement Savings Plan held $202K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Matthew Junkins signed Plank Road Advisors, LLC's 2024 Form 5500 as plan administrator.

Matthew Junkins — 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

Plank Road Advisors, LLC's EIN is 93-4119360.

EIN 93-4119360

Plan number 001

Plan year 2024

ACK ID 20250806125843NAL0003826832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plank Road Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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