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.

Form 5500-SF

FILING_RECEIVED

MTR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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).

Decision-maker contacts

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

Plan sponsor

Name

ADVANCED PLANNING SERVICES, INC.

EIN

33-0835426all filings

Address

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

Phone

(619) 840-1222

Industry