OpenERISA

Aa Advisors, LLC

Corte Madera, CA, 94925

EIN 11-3840622
Plans
2
Total participants
344
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Aa Advisors, LLC 401(K) Plan94
2024Form 5500-SF001Aa Advisors, LLC 401(K) Plan92
2024Form 5500-SF002Aa Advisors, LLC Cash Balance Plan40
2023Form 5500-SF001Aa Advisors, LLC 401(K) Plan33
2023Form 5500-SF002Aa Advisors, LLC Cash Balance Plan14
2022Form 5500-SF001Aa Advisors, LLC 401(K) Plan23
2022Form 5500-SF002Aa Advisors, LLC Cash Balance Plan15
2021Form 5500-SF001Aa Advisors, LLC 401(K) Plan16
2020Form 5500-SF001Aa Advisors, LLC 401(K) Plan17

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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