How big is Advance Community's plan?

Advance Community's plan reported $614K in assets and 12 participants for 2023.

Original filing (PDF)20250609094953NAL0012187075001

Advance Community

Name: Advance Community — Advance Community 401(k), Form 5500 (2023)
Creator: Advance Community
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advance Community 401(k)

401(k) retirement plan · Advance Community's Advance Community 401(k) held $614K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

Kerry White signed Advance Community's 2023 Form 5500 as plan administrator.

Kerry White — 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

Advance Community's EIN is 23-7087997.

EIN 23-7087997

Plan number 001

Plan year 2023

ACK ID 20250609094953NAL0012187075001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advance Community from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advance Community's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCE COMMUNITY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ADVANCE COMMUNITY

EIN

all filings

Address

1911 WEST EARLL DRIVE · PHOENIX, AZ · 85015

Phone

(602) 252-7772

Industry

Other Services (ex. Public Admin)

Plan administrator