What public Form 5500 filings show about the Advocates Incorporated 401(k) plan — and how to find and check your own account.
Advocates Incorporated (EIN 16-1453716) reports ADVOCATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $3.7M in plan assets across 664 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 Advocates Incorporated filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Advocates Incorporated 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROYAL ALLIANCE ASSOCIATES, MORNINGSTAR INVESTMENT MANAGEMENT L.
