How big is Adviceone, LLC's plan?

Adviceone, LLC's plan reported $10.8M in assets and 54 participants for 2024.

Original filing (PDF)20250724072748NAL0006557488001

Adviceone, LLC

Name: Adviceone, LLC — Adviceone Advisory Service 401(k), Form 5500 (2024)
Creator: Adviceone, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adviceone Advisory Service 401(k) Plan

401(k) retirement plan · Adviceone, LLC's Adviceone Advisory Service 401(k) Plan held $10.8M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Janna Drake signed Adviceone, LLC's 2024 Form 5500 as plan administrator.

Janna Drake — 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

Adviceone, LLC's EIN is 06-1616224.

EIN 06-1616224

Plan number 001

Plan year 2024

ACK ID 20250724072748NAL0006557488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adviceone, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adviceone, LLC'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 ADVICEONE, LLC.

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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

Helping the score