How big is Advanced Planning Services, Inc.'s plan?

Advanced Planning Services, Inc.'s plan reported $26K in assets and 2 participants for 2024.

Original filing (PDF)20251006200920NAL0002328131001

Advanced Planning Services, Inc.

Name: Advanced Planning Services, Inc. — MTR 401(k) Plan, Form 5500 (2024)
Creator: Advanced Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MTR 401(k) Plan

401(k) retirement plan · Advanced Planning Services, Inc.'s MTR 401(k) Plan held $26K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan identifiers

Advanced Planning Services, Inc.'s EIN is 33-0835426.

EIN 33-0835426

Plan number 002

Plan year 2024

ACK ID 20251006200920NAL0002328131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Planning Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Planning Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

ADVANCED PLANNING SERVICES, INC.

EIN

all filings

Address

855 S MAIN AVE. · STE K 422 · FALLBROOK, CA · 92028

Phone

(619) 840-1222

Industry

Finance & Insurance

Plan administrator