How big is Addvise Group US, Inc.'s plan?

Addvise Group US, Inc.'s plan reported $2.4M in assets and 102 participants for 2024.

Original filing (PDF)20250926105659NAL0010038336001

Addvise Group US, Inc.

Name: Addvise Group US, Inc. — Addvise Group US, Inc., Form 5500 (2024)
Creator: Addvise Group US, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Addvise Group US, Inc. 401(k) Plan

401(k) retirement plan · Addvise Group US, Inc.'s Addvise Group US, Inc. 401(k) Plan held $2.4M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Addvise Group US, Inc.'s EIN is 37-2008037.

EIN 37-2008037

Plan number 001

Plan year 2024

ACK ID 20250926105659NAL0010038336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Addvise Group US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score