Back to filter
Original filing (PDF)20251113075532NAL0000601235001
ADVOCACY AND PROTECTIVE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
APSI 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
88
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVOCACY AND PROTECTIVE SERVICES, INC..
Plan sponsor
Name
ADVOCACY AND PROTECTIVE SERVICES, INC.
EIN
31-0902799
Address
4110 NORTH HIGH STREET, 2ND FLOOR · COLUMBUS, OH · 432143234
Phone
(614) 262-3800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
GATEWAY RESIDENTIAL PROGRAMS
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GATEWAY RESIDENTIAL PROGRAMS
$3.0M · 38 participants
JEWISH COMMUNITY CENTER IN MANHATTAN
JEWISH COMMUNITY CENTER IN MANHATTAN 403(B) DEFINED CONTRIBUTION PLAN
$3.0M · 124 participants
ENNIS CENTER FOR CHILDREN, INC.
403(B) THRIFT PLAN OF ENNIS CENTER FOR CHILDREN, INC.
$3.0M · 164 participants
WOMENS BUSINESS DEVELOPMENT CE
WOMENS BUSINESS DEVELOPMENT CE 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 41 participants
DALJACO INCORPORATED
DALJACO 401(K) PROFIT SHARING PLAN
$3.0M · 534 participants
HOMEWARD BOUND OF MARIN
HOMEWARD BOUND OF MARIN 403(B) RETIREMENT PLAN
$3.0M · 141 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants