How big is Advantage College Planning's plan?

Advantage College Planning's plan reported $218K in assets and 9 participants for 2025.

Original filing (PDF)20260428221157NAL0015765056054

Advantage College Planning

Name: Advantage College Planning — Advantage College, Form 5500 (2025)
Creator: Advantage College Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage College Planning 401(k) Plan

401(k) retirement plan · Advantage College Planning's Advantage College Planning 401(k) Plan held $218K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

Plan identifiers

Advantage College Planning's EIN is 26-4017761.

EIN 26-4017761

Plan number 001

Plan year 2025

ACK ID 20260428221157NAL0015765056054

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advantage College Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advantage College Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE COLLEGE PLANNING.

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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