How big is Advocate Financial, LLC's plan?

Advocate Financial, LLC's plan reported $94K in assets and 12 participants for 2024.

Original filing (PDF)20251009081719NAL0011031024001

Advocate Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Advocate Financial, LLC 401(k) Plan

401(k) retirement plan · Advocate Financial, LLC's Advocate Financial, LLC 401(k) Plan held $94K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

John Becker signed Advocate Financial, LLC's 2024 Form 5500 as plan administrator.

John Becker — 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

Advocate Financial, LLC's EIN is 27-1447849.

EIN 27-1447849

Plan number 001

Plan year 2024

ACK ID 20251009081719NAL0011031024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advocate Financial, LLC's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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