How big is Advent Advisory Group LLC's plan?

Advent Advisory Group LLC's plan reported $5.3M in assets and 25 participants for 2024.

Original filing (PDF)20250617132813NAL0003852242001

Advent Advisory Group LLC

Name: Advent Advisory Group LLC — Advent Advisory Group, Form 5500 (2024)
Creator: Advent Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advent Advisory Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Advent Advisory Group LLC's Advent Advisory Group LLC 401(k) Profit Sharing Plan held $5.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Advent Advisory Group LLC's EIN is 20-8592341.

EIN 20-8592341

Plan number 002

Plan year 2024

ACK ID 20250617132813NAL0003852242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advent Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advent Advisory Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVENT ADVISORY GROUP LLC.

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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