· 2022–2024 · DOL EFAST2

ADVANTAGE FINANCIAL SERVICES COR — GOODLANDER, SWETT AND RYBICKI CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250529074808NAL0013845744001

ADVANTAGE FINANCIAL SERVICES COR

Form 5500-SF

FILING_RECEIVED

GOODLANDER, SWETT AND RYBICKI CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE FINANCIAL SERVICES COR.

Plan sponsor

Name

ADVANTAGE FINANCIAL SERVICES COR

EIN

20-3618579all filings

Address

4462 PLAINFIELD AVE NE · GRAND RAPIDS, MI · 49525

Phone

(616) 361-1896

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 CPA Offices plans

FELDMAN, FELDMAN & ASSOCIATES, CPA, PA

FELDMAN, FELDMAN & ASSOCIATES, CPA, PA 401(K) PLAN

$696K · 5 participants

KEEFE, MCCULLOUGH & CO., LLP

KEEFE MCCULLOUGH 401(K) PLAN

PANCERELLA & ASSOCIATES, LLC

PANCERELLA & ASSOCIATES LLC 401 (K) PLAN

$696K · 12 participants

ROBERT D. HAUCK LLC

ROBERT D HAUCK LLC 401K

$696K · 5 participants

PETER A NORTON CPA PC

PETER A NORTON CPA PC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.