· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCED CAPITAL GROUP — ACG 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923103510NAL0014554482001
ADVANCED CAPITAL GROUP
Form 5500-SF
FILING_RECEIVED
ACG 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
31
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCED CAPITAL GROUP
.
Find decision makers
Plan sponsor
Name
ADVANCED CAPITAL GROUP
EIN
41-1921960
Address
50 S 6TH ST #975 · MINNEAPOLIS, MN · 554021557
Phone
(612) 230-3008
Industry
Finance & Insurance
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
LEONARD RICKEY INVESTMENT ADVISORS, PLLC
LEONARD RICKEY INVESTMENT ADVISORS 401(K) PLAN
$3.8M · 16 participants
TRILOGY EQUITY PARTNERS
TRILOGY EQUITY PARTNERS 401(K) PLAN
$3.8M · 13 participants
EVEROAK WEALTH CO.
EVEROAK WEALTH CO. 401(K) PLAN
$3.8M · 13 participants
CERRO PACIFIC WEALTH ADVISORS
CERRO PACIFIC WEALTH ADVISORS 401(K) PLAN
$3.9M · 5 participants
STRATEGENCE CAPITAL LLC
STRATEGENCE CAPITAL LLC 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 22 participants
GEODESIC INVESTMENTS, LLC
GEODESIC INVESTMENTS, LLC 401(K) PLAN
$3.8M · 13 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
