What public Form 5500 filings show about the Advanced Financial Tax LLC 401(k) plan — and how to find and check your own account.
Advanced Financial Tax LLC (EIN 27-1559135) reports ADVANCED FINANCIAL TAX LLC 401K PLAN on its most recent Form 5500, with $329K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Advanced Financial Tax LLC filing — schedules, fees, and providers.
Advanced Financial Tax LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Advanced Financial Tax LLCHR for the recordkeeper’s name and login.
