How big is Advanced Retirement Resources, Inc.'s plan?

Advanced Retirement Resources, Inc.'s plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20250725104250NAL0016832466001

Advanced Retirement Resources, Inc.

Name: Advanced Retirement Resources, Inc. — Advanced, Form 5500 (2024)
Creator: Advanced Retirement Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Retirement Resources, Inc. 401(k) Plan

401(k) retirement plan · Advanced Retirement Resources, Inc.'s Advanced Retirement Resources, Inc. 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Joe Nelson signed Advanced Retirement Resources, Inc.'s 2024 Form 5500 as plan administrator.

Joe Nelson — 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

Advanced Retirement Resources, Inc.'s EIN is 20-4410138.

EIN 20-4410138

Plan number 001

Plan year 2024

ACK ID 20250725104250NAL0016832466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Retirement Resources, Inc.'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 ADVANCED RETIREMENT RESOURCES, 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