How big is Advis, Inc.'s plan?

Advis, Inc.'s plan reported $6.9M in assets and 34 participants for 2024.

Original filing (PDF)20250710085917NAL0008950336001

Advis, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advis, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Advis, Inc.'s Advis, Inc. 401(k) Profit Sharing Plan and Trust held $6.9M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Chris Vitas signed Advis, Inc.'s 2024 Form 5500 as plan administrator.

Chris Vitas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advis, Inc.'s EIN is 36-3123475.

EIN 36-3123475

Plan number 002

Plan year 2024

ACK ID 20250710085917NAL0008950336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advis, Inc.'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 ADVIS, INC..

Finding similar companies…

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