How big is Advantage Consulting & Enginee's plan?

Advantage Consulting & Enginee's plan reported $4.8M in assets and 39 participants for 2024.

Original filing (PDF)20250726104507NAL0003920323001

Advantage Consulting & Enginee

Name: Advantage Consulting & Enginee — Advantage Consultin, Form 5500 (2024)
Creator: Advantage Consulting & Enginee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Consulting & Enginee 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Advantage Consulting & Enginee's Advantage Consulting & Enginee 401(k) Profit Sharing Plan & Trust held $4.8M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Roberto Lafertte signed Advantage Consulting & Enginee's 2024 Form 5500 as plan administrator.

Roberto Lafertte — 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

Advantage Consulting & Enginee's EIN is 20-2609086.

EIN 20-2609086

Plan number 001

Plan year 2024

ACK ID 20250726104507NAL0003920323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advantage Consulting & Enginee from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advantage Consulting & Enginee'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 ADVANTAGE CONSULTING & ENGINEE.

Finding similar companies…

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