How big is Advanced Insurance & Financial Services, LLC's plan?

Advanced Insurance & Financial Services, LLC's plan reported $334K in assets and 22 participants for 2024.

Original filing (PDF)20251007112239NAL0002419187001

Advanced Insurance & Financial Services, LLC

Name: Advanced Insurance & Financial Services, LLC — Form 5500 Plan 001 (2024)
Creator: Advanced Insurance & Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Insurance & Financial Services 401(k)

401(k) retirement plan · Advanced Insurance & Financial Services, LLC's Advanced Insurance & Financial Services 401(k) held $334K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Ryan Collins signed Advanced Insurance & Financial Services, LLC's 2024 Form 5500 as plan administrator.

Ryan Collins — 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

Advanced Insurance & Financial Services, LLC's EIN is 26-1900410.

EIN 26-1900410

Plan number 001

Plan year 2024

ACK ID 20251007112239NAL0002419187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Insurance & Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Insurance & Financial Services, LLC'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 ADVANCED INSURANCE & FINANCIAL SERVICES, 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