How big is Advancement Partners, Inc.'s plan?

Advancement Partners, Inc.'s plan reported $827K in assets and 6 participants for 2025.

Original filing (PDF)20260512061830NAL0005355123001

Advancement Partners, Inc.

Name: Advancement Partners, Inc. — Advancement Partners, Form 5500 (2025)
Creator: Advancement Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advancement Partners, Inc. 401(k) Plan

401(k) retirement plan · Advancement Partners, Inc.'s Advancement Partners, Inc. 401(k) Plan held $827K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

Plan identifiers

Advancement Partners, Inc.'s EIN is 31-1460123.

EIN 31-1460123

Plan number 002

Plan year 2025

ACK ID 20260512061830NAL0005355123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advancement Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advancement Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCEMENT PARTNERS, INC..

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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