How big is Advanced Specialty Associates' plan?

Advanced Specialty Associates' plan reported $1.6M in assets and 22 participants for 2024.

Original filing (PDF)20250729144643NAL0004112000001

Advanced Specialty Associates

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

Form 5500-SF

FILING_RECEIVED

Advanced Specialty Associates, Ltd. 401(k) and Profit Sharing Plan

401(k) retirement plan · Advanced Specialty Associates' Advanced Specialty Associates, Ltd. 401(k) and Profit Sharing Plan held $1.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Ryan Stepan signed Advanced Specialty Associates' 2024 Form 5500 as plan administrator.

Ryan Stepan — 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 Specialty Associates' EIN is 20-8182118.

EIN 20-8182118

Plan number 001

Plan year 2024

ACK ID 20250729144643NAL0004112000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Specialty Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Specialty Associates' 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 SPECIALTY ASSOCIATES.

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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