How big is Advisor Management Solutions, Inc.'s plan?

Advisor Management Solutions, Inc.'s plan reported $2.0M in assets and 6 participants for 2025.

Original filing (PDF)20260409080723NAL0015335970001

Advisor Management Solutions, Inc.

Name: Advisor Management Solutions, Inc. — Bayspan Wealth, Form 5500 (2025)
Creator: Advisor Management Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bayspan Wealth Group 401(k) Profit Sharing Plan

401(k) retirement plan · Advisor Management Solutions, Inc.'s Bayspan Wealth Group 401(k) Profit Sharing Plan held $2.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Advisor Management Solutions, Inc.'s EIN is 26-1686955.

EIN 26-1686955

Plan number 001

Plan year 2025

ACK ID 20260409080723NAL0015335970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advisor Management Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advisor Management Solutions, Inc.'s 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 ADVISOR MANAGEMENT SOLUTIONS, INC..

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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