How big is The AD Firm's plan?

The AD Firm's plan reported $263K in assets and 5 participants for 2025.

Original filing (PDF)20260422221917NAL0004057089033

The AD Firm

Name: The AD Firm — The AD Firm 401(k) Plan, Form 5500 (2025)
Creator: The AD Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The AD Firm 401(k) Plan

401(k) retirement plan · The AD Firm's The AD Firm 401(k) Plan held $263K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

Plan identifiers

The AD Firm's EIN is 27-0274059.

EIN 27-0274059

Plan number 001

Plan year 2025

ACK ID 20260422221917NAL0004057089033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The AD Firm from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The AD Firm'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 THE AD FIRM.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE AD FIRM

EIN

all filings

Address

2870 WHIPTAIL LOOP E #222 · CARLSBAD, CA · 92010

Phone

(760) 642-1945

Industry

Professional & Technical Services

Plan administrator