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ADVANTAGE FINANCIAL SERVICES COR 401(k) Plan

What public Form 5500 filings show about the ADVANTAGE FINANCIAL SERVICES COR 401(k) plan — and how to find and check your own account.

Plan assets
$696K
Participants
7
Plans on file
1

The ADVANTAGE FINANCIAL SERVICES COR 401(k) on its latest Form 5500

ADVANTAGE FINANCIAL SERVICES COR (EIN 20-3618579) reports GOODLANDER, SWETT AND RYBICKI CPA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $696K in plan assets across 7 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 ADVANTAGE FINANCIAL SERVICES COR filing — schedules, fees, and providers.

Who runs the ADVANTAGE FINANCIAL SERVICES COR 401(k)?

ADVANTAGE FINANCIAL SERVICES COR’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 ADVANTAGE FINANCIAL SERVICES CORHR for the recordkeeper’s name and login.

How to check your ADVANTAGE FINANCIAL SERVICES COR 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ADVANTAGE FINANCIAL SERVICES COR HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: ADVANTAGE FINANCIAL SERVICES COR — all Form 5500 filings (EIN 20-3618579) · Michigan employer EIN lookup · Form 5500 search
ADVANTAGE FINANCIAL SERVICES COR 401(k) Plan — Form 5500