How big is First Advocates, Inc.'s plan?

First Advocates, Inc.'s plan reported $960K in assets and 84 participants for 2024.

Original filing (PDF)20250815132136NAL0012877264001

First Advocates, Inc.

Name: First Advocates, Inc. — First Advocates, Inc. 401(k), Form 5500 (2024)
Creator: First Advocates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Advocates, Inc. 401(k) Plan

401(k) retirement plan · First Advocates, Inc.'s First Advocates, Inc. 401(k) Plan held $960K in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$960K

Net assets (EOY)

$960K

People on this filing

Daniel Rambo signed First Advocates, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Rambo — 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

First Advocates, Inc.'s EIN is 26-3042907.

EIN 26-3042907

Plan number 003

Plan year 2024

ACK ID 20250815132136NAL0012877264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Advocates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Advocates, 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 FIRST ADVOCATES, 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