How big is Advisor Growth Strategies, LLC's plan?

Advisor Growth Strategies, LLC's plan reported $2.4M in assets and 8 participants for 2025.

Original filing (PDF)20260430132813NAL0018494608001

Advisor Growth Strategies, LLC

Name: Advisor Growth Strategies, LLC — Advisor Growth, Form 5500 (2025)
Creator: Advisor Growth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisor Growth 401(k) Plan

401(k) retirement plan · Advisor Growth Strategies, LLC's Advisor Growth 401(k) Plan held $2.4M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

John Furey signed Advisor Growth Strategies, LLC's 2025 Form 5500 as plan administrator.

John Furey — 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

Advisor Growth Strategies, LLC's EIN is 26-4736201.

EIN 26-4736201

Plan number 001

Plan year 2025

ACK ID 20260430132813NAL0018494608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advisor Growth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advisor Growth Strategies, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVISOR GROWTH STRATEGIES, 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