How big is Advance Behavioral Medicine's plan?

Advance Behavioral Medicine's plan reported $2.8M in assets and 6 participants for 2025.

Original filing (PDF)20260416084005NAL0036563874001

Advance Behavioral Medicine

Name: Advance Behavioral Medicine — Advance Behavioral, Form 5500 (2025)
Creator: Advance Behavioral Medicine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advance Behavioral Medicine 401(k) Plan

401(k) retirement plan · Advance Behavioral Medicine's Advance Behavioral Medicine 401(k) Plan held $2.8M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Luvie Valite signed Advance Behavioral Medicine's 2025 Form 5500 as plan administrator.

Luvie Valite — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advance Behavioral Medicine's EIN is 02-0558600.

EIN 02-0558600

Plan number 001

Plan year 2025

ACK ID 20260416084005NAL0036563874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advance Behavioral Medicine from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advance Behavioral Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCE BEHAVIORAL MEDICINE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off