How big is Advantmed, LLC's plan?

Advantmed, LLC's plan reported $1.7M in assets and 213 participants for 2024.

Original filing (PDF)20251013161936NAL0000824531001

Advantmed, LLC

Name: Advantmed, LLC — Advantmed 401(k) and Profit Sharing, Form 5500 (2024)
Creator: Advantmed, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advantmed 401(k) and Profit Sharing Plan

401(k) retirement plan · Advantmed, LLC's Advantmed 401(k) and Profit Sharing Plan held $1.7M in plan assets for 213 participants in 2024.

Signals · 4

Late participant contributions100% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

213

Accounts w/ balance

130

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Advantmed, LLC's EIN is 32-0453942.

EIN 32-0453942

Plan number 001

Plan year 2024

ACK ID 20251013161936NAL0000824531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advantmed, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 37K (10% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

ADVANTMED, LLC

EIN

all filings

Address

PO BOX 5328 · IRVINE, CA · 92619

Phone

(714) 595-7939

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.