401(k) · DOL Form 5500 · 2024

Signature Estate & Investment Ad 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 147
Participants Small participant base: 66th
Percentile by assets National rank: $110,734
Avg per participant Below avg balance/head

Official DOL plan name: Signature Estate & Investment Advisors, LLC 401(k) Profit Shar · Sponsored by Signature Estate & Investment Ad · California · Finance & Insurance

$16M in assets, 147 participants

Signature Estate & Investment Ad's Signature Estate & Investment Advisors, LLC 401(k) Profit Shar reported $16M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#4,311 in Finance & Insurance (8,549 peers)

Coverage in California

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,311
in Finance & Insurance (8,549 peers): +9.8%
assets growth YoY

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar's mid-pack asset rank among Finance & Insurance and all filers

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,277,923 Top 34% higher than 66% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Signature Estate & Investment Advisors, LLC 401(k) Profit Shar sits mid-pack in the medium band (147 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 954806910 · Signature Estate & Investment Ad PY 2024 · 401(k)

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar · $16M · 147 · 66th

EIN $16M
EIN 147
EIN 66th
EIN 401(k)
EIN near Nuaxis Innovations 401(k) Plan
EIN ind #4311

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Signature Estate & Investment Advisors, LLC 401(k) Profit Shar and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$1M
Employer EIN	954806910
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Signature Estate & Investment Advisors, LLC 401(k) Profit Shar side-by-side with 3 peers →

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nuaxis Innovations 401(k) Plan in VA ($16M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Nuaxis Innovations 401(k) Plan (VA) $16M · 384
Custom Learning Designs, Inc. 401(k) Plan (MA) $16M · 63
Ro-Zap Enterprises, Inc. Profit Sharing 401(k) Plan (NY) $16M · 370
Embark Behavioral Health 401(k) Plan (AZ) $16M · 1,435

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

Sabinal Administrative Services, LLC 401(k) Plan (TX) 147 · 0 off
Reed Oil Company 401(k) Profit Sharing Plan (PA) 147 · 0 off
Gibson-Thomas 401 (K) Plan (PA) 147 · 0 off
Southwest Tennessee Emc 401(k) Plan (TN) 147 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Signature Estate & Investment Advisors, LLC 401(k) Profit Shar assets move in 2024? ▼

Signature Estate & Investment Advisors, LLC 401(k) Profit Shar grew at a solid clip - up 9.8% during 2024, from $15M to $16M. Reported net income was $1M.

Which 401(k) plans are similar in size to Signature Estate & Investment Advisors, LLC 401(k) Profit Shar? ▼

Among 401(k) plans in other states, the closest by assets is Nuaxis Innovations 401(k) Plan in VA ($16M, 384 participants).

Which 401(k) plans cover a similar participant headcount to Signature Estate & Investment Advisors, LLC 401(k) Profit Shar? ▼

Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954806910.