How big is The Advisory Group, Inc.'s plan?

The Advisory Group, Inc.'s plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260423222700NAL0011327426001

The Advisory Group, Inc.

Name: The Advisory Group, Inc. — The Advisory Group, Inc., Form 5500 (2025)
Creator: The Advisory Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Advisory Group, Inc. 401(k) Plan

401(k) retirement plan · The Advisory Group, Inc.'s The Advisory Group, Inc. 401(k) Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Sherry R. Nauman signed The Advisory Group, Inc.'s 2025 Form 5500 as plan administrator.

Sherry R. Nauman — 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 Advisory Group, Inc.'s EIN is 42-1375836.

EIN 42-1375836

Plan number 001

Plan year 2025

ACK ID 20260423222700NAL0011327426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Advisory Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Advisory Group, Inc.'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 ADVISORY GROUP, INC..

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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