Original filing (PDF)20230526113542NAL0027267378001

EDVOCATE, INC.

Name: EDVOCATE, INC. — EDVOCATE, INC. 401(K) PLAN, Form 5500 (2022)
Creator: EDVOCATE, INC.

Form 5500-SF

FILING_RECEIVED

EDVOCATE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDVOCATE, INC..

Plan sponsor

Name

EDVOCATE, INC.

EIN

20-3094639

Address

756 OPATUT COURT · TOMS RIVER, NJ · 08753

Phone

(732) 506-0518

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Z BIOTECH

Z BIOTECH 401(K) PROFIT SHARING PLAN & TRUST

$233K · 3 participants

TOEDT HEALTH SOLUTIONS LLC

TOEDT HEALTH SOLUTIONS LLC 401K PROFIT SHARING PLAN

$233K · 4 participants

THE HOFMEISTER GROUP, LLC

THE HOFMEISTER GROUP, LLC 401(K) PROFIT SHARING PLAN

$233K · 1 participants

TRUSTED ADVISORS CONSULTANCY, INC.

TRUSTED ADVISORS CONSULTANCY, INC. 401(K) PLAN

$233K · 3 participants

GREEN FIELD DATA SOLUTIONS LLC

GREEN FIELD DATA SOLUTIONS LLC 401(K) PLAN