What public Form 5500 filings show about the Advisor Growth Strategies, LLC 401(k) plan — and how to find and check your own account.
Advisor Growth Strategies, LLC (EIN 26-4736201) reports ADVISOR GROWTH 401K PLAN on its most recent Form 5500, with $2.4M in plan assets across 8 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 Advisor Growth Strategies, LLC filing — schedules, fees, and providers.
Advisor Growth Strategies, 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 Advisor Growth Strategies, LLCHR for the recordkeeper’s name and login.
