How big is AD Promo, Inc.'s plan?

AD Promo, Inc.'s plan reported $3.7M in assets and 3 participants for 2024.

Original filing (PDF)20250527095611NAL0005567649001

AD Promo, Inc.

Name: AD Promo, Inc. — AD Promo, Inc. 401(k) Plan, Form 5500 (2024)
Creator: AD Promo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AD Promo, Inc. 401(k) Plan

401(k) retirement plan · AD Promo, Inc.'s AD Promo, Inc. 401(k) Plan held $3.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

AD Promo, Inc.'s EIN is 11-2807491.

EIN 11-2807491

Plan number 002

Plan year 2024

ACK ID 20250527095611NAL0005567649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AD Promo, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AD PROMO, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

AD PROMO, INC.

EIN

all filings

Address

235 LINDENMERE DRIVE · MERRICK, NY · 115664641

Phone

(516) 661-1108

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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