How big is The Advisoryone Group, LLC's plan?

The Advisoryone Group, LLC's plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20250823112400NAL0003028323001

The Advisoryone Group, LLC

Name: The Advisoryone Group, LLC — The Advisoryone Group, Form 5500 (2024)
Creator: The Advisoryone Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Advisoryone Group, LLC 401(k) Plan and Trust

401(k) retirement plan · The Advisoryone Group, LLC's The Advisoryone Group, LLC 401(k) Plan and Trust held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Maria Jarvis signed The Advisoryone Group, LLC's 2024 Form 5500 as plan administrator.

Maria Jarvis — 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

The Advisoryone Group, LLC's EIN is 36-4948543.

EIN 36-4948543

Plan number 001

Plan year 2024

ACK ID 20250823112400NAL0003028323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Advisoryone Group, 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 THE ADVISORYONE GROUP, LLC.

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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