· 2022–2024 · DOL EFAST2

Andrews Advisory Associates, LLC — Andrews Advisory, Form 5500 (2024)

Original filing (PDF)20250618125816NAL0002496673001

Andrews Advisory Associates, LLC

Form 5500-SF

FILING_RECEIVED

Andrews Advisory Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Andrews Advisory Associates, LLC's Andrews Advisory Associates, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ANDREWS ADVISORY ASSOCIATES, LLC

EIN

99-0336685all filings

Address

1188 BISHOP STREET, SUITE 1808 · HONOLULU, HI · 96813

Phone

(808) 521-4015

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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