Back to filter
Original filing (PDF)20231013101253NAL0066818162001
ADVANTIS GLOBAL, LLC
Form 5500
FILING_RECEIVED
ADVANTIS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,207
Accounts w/ balance
215
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTIS GLOBAL, LLC.
Plan sponsor
Name
ADVANTIS GLOBAL, LLC
EIN
20-8421792
Address
20 SUNNYSIDE AVE, SUITE E · MILL VALLEY, CA · 94941
Phone
(415) 528-3569
Industry
Admin Support & Waste Mgmtsee 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
2023-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDWITZ, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 pooled funds· $1.7M(68% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA TRGT INDEX SOLUTION TR 2055 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 077 | Pooled Separate Account | $434K | 17.0% |
| VOYA TRGT INDEX SOLUTION TR 2050 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 082 | Pooled Separate Account | $379K | 14.9% |
| VOYA TRGT INDEX SOLUTION TR 2060 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 087 | Pooled Separate Account | $313K | 12.3% |
| VOYA TRGT INDEX SOLUTION TR 2045 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 076 | Pooled Separate Account | $191K | 7.5% |
| VOYA TRGT INDEX SOLUTION TR 2030 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 080 | Pooled Separate Account | $103K | 4.0% |
| VOYA TRGT INDEX SOLUTION TR 2035 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 075 | Pooled Separate Account | $94K | 3.7% |
| VOYA TRGT INDEX SOLUTION TR 2040 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 081 | Pooled Separate Account | $89K | 3.5% |
| VOYA TRGT INDEX SOLUTION TR 2025 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 074 | Pooled Separate Account | $65K | 2.6% |
| VOYA TRGT INDEX SOLUTION TR 2065 3 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 098 | Pooled Separate Account | $48K | 1.9% |
| VOYA TRGT INDEX SOLUTION TR INC CL3 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 072 | Pooled Separate Account | $9K | 0.4% |