How big is ADA'S Trust & Investment, Inc.'s plan?

ADA'S Trust & Investment, Inc.'s plan reported $2.9M in assets and 3 participants for 2025.

Original filing (PDF)20260310234616NAL0004602128001

ADA'S Trust & Investment, Inc.

Name: ADA'S Trust & Investment, Inc. — ADA'S Trust &, Form 5500 (2025)
Creator: ADA'S Trust & Investment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADA'S Trust & Investment 401(k) Retirement Savings Plan

401(k) retirement plan · ADA'S Trust & Investment, Inc.'s ADA'S Trust & Investment 401(k) Retirement Savings Plan held $2.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

ADA'S Trust & Investment, Inc.'s EIN is 98-0052841.

EIN 98-0052841

Plan number 001

Plan year 2025

ACK ID 20260310234616NAL0004602128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ADA'S Trust & Investment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ADA'S Trust & Investment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADA'S TRUST & INVESTMENT, INC..

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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