How big is Advanced Financial Solutions, LLC's plan?

Advanced Financial Solutions, LLC's plan reported $535K in assets and 3 participants for 2024.

Original filing (PDF)20250908163437NAL0032893008001

Advanced Financial Solutions, LLC

Name: Advanced Financial Solutions, LLC — Advanced Financi, Form 5500 (2024)
Creator: Advanced Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Financial Solutions, LLC 401(k) Plan

401(k) retirement plan · Advanced Financial Solutions, LLC's Advanced Financial Solutions, LLC 401(k) Plan held $535K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Michael Vanderford signed Advanced Financial Solutions, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 Financial Solutions, LLC's EIN is 26-3949817.

EIN 26-3949817

Plan number 001

Plan year 2024

ACK ID 20250908163437NAL0032893008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Financial Solutions, 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 ADVANCED FINANCIAL SOLUTIONS, 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