How big is Advance Capital Services, Inc.'s plan?

Advance Capital Services, Inc.'s plan reported $14.2M in assets and 63 participants for 2025.

Original filing (PDF)20260511144152NAL0005395699001

Advance Capital Services, Inc.

Name: Advance Capital Services, Inc. — Advance Capital, Form 5500 (2025)
Creator: Advance Capital Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advance Capital Services, Inc. 401(k) Plan

401(k) retirement plan · Advance Capital Services, Inc.'s Advance Capital Services, Inc. 401(k) Plan held $14.2M in plan assets for 63 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

Plan identifiers

Advance Capital Services, Inc.'s EIN is 38-2703580.

EIN 38-2703580

Plan number 004

Plan year 2025

ACK ID 20260511144152NAL0005395699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advance Capital Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advance Capital 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

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score