How big is Advice Interactive Group LLC's plan?

Advice Interactive Group LLC's plan reported $149K in assets and 6 participants for 2024.

Original filing (PDF)20250915114910NAL0002905314001

Advice Interactive Group LLC

Name: Advice Interactive Group LLC — Advice Interactive, Form 5500 (2024)
Creator: Advice Interactive Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advice Interactive Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Advice Interactive Group LLC's Advice Interactive Group LLC 401(k) Profit Sharing Plan & Trust held $149K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Tom Coleman signed Advice Interactive Group LLC's 2024 Form 5500 as plan administrator.

Tom Coleman — 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

Advice Interactive Group LLC's EIN is 26-3942491.

EIN 26-3942491

Plan number 001

Plan year 2024

ACK ID 20250915114910NAL0002905314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advice Interactive Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advice Interactive Group LLC'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 ADVICE INTERACTIVE GROUP 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