How big is Advantage Credit Counseling SE's plan?

Advantage Credit Counseling SE's plan reported $1.8M in assets and 23 participants for 2024.

Original filing (PDF)20251203095124NAL0000379475001

Advantage Credit Counseling SE

Name: Advantage Credit Counseling SE — Defined Contributio, Form 5500 (2024)
Creator: Advantage Credit Counseling SE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined Contribution Pension Plan for Employees of Advantage Credit Counseling Service, Inc.

Defined-contribution retirement plan · Advantage Credit Counseling SE's Defined Contribution Pension Plan for Employees of Advantage Credit Counseling Service, Inc. held $1.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Heather Murray signed Advantage Credit Counseling SE's 2024 Form 5500 as plan administrator.

Heather Murray — 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

Advantage Credit Counseling SE's EIN is 25-1201741.

EIN 25-1201741

Plan number 003

Plan year 2024

ACK ID 20251203095124NAL0000379475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advantage Credit Counseling SE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advantage Credit Counseling SE's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE CREDIT COUNSELING SE.

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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