Original filing (PDF)20250801103820NAL0015661154072

ADAPTIVE HOLDINGS, INC.

Name: ADAPTIVE HOLDINGS, INC. — ADAPTIVE HOLDINGS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ADAPTIVE HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

ADAPTIVE HOLDINGS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan health score

Above-average plan

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

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 ADAPTIVE HOLDINGS, INC..

Plan sponsor

Name

ADAPTIVE HOLDINGS, INC.

EIN

99-0914650all filings

Address

15511 HWY 71 WEST · STE 110-186 · BEE CAVE, TX · 78738

Phone

(678) 637-0395

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

UNITED TRUCK BROKERAGE OF AMERIC

UNITED TRUCK BROKERAGE OF AMERICA INC - 401K

$24K · 4 participants

CHAVEZ INSURANCE GROUP INC

$24K · 4 participants

M & M PREFERRED INSURANCE SERVICES

M & M PREFERRED INSURANCE SERVICES 401(K) PLAN

$24K · 2 participants

TIDWELL INSURANCE & FINANCIAL SERVICES, INC.

TIDWELL INSURANCE & FINANCIAL SRVCS 401K PLAN

$24K · 2 participants

SAL CERDA INSURANCE AND FINANCIAL SERVICES, INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.