How big is Advanced Capital Group's plan?

Advanced Capital Group's plan reported $4.6M in assets and 23 participants for 2025.

Original filing (PDF)20260303152149NAL0001458051001

Advanced Capital Group

Name: Advanced Capital Group — ACG 401(k) Plan, Form 5500 (2025)
Creator: Advanced Capital Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACG 401(k) Plan

401(k) retirement plan · Advanced Capital Group's ACG 401(k) Plan held $4.6M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Alicia M. Turner signed Advanced Capital Group's 2025 Form 5500 as plan administrator.

Alicia M. Turner — 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

Advanced Capital Group's EIN is 41-1921960.

EIN 41-1921960

Plan number 001

Plan year 2025

ACK ID 20260303152149NAL0001458051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advanced Capital Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advanced Capital Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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