· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE ADVISORY GROUP, INC. — THE ADVISORY GROUP, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523083250NAL0002636403001
THE ADVISORY GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE ADVISORY GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
THE ADVISORY GROUP, INC.
.
Find decision makers
Plan sponsor
Name
THE ADVISORY GROUP, INC.
EIN
42-1375836
Address
2210 E 52ND STREET · DAVENPORT, IA · 52807
Phone
(563) 388-4767
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TRIAGEN WEALTH MANAGEMENT, LLC
TRIAGEN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 6 participants
T2AM, LLC
T2AM, LLC 401K PLAN.
$1.5M · 4 participants
WEALTH MANAGEMENT GROUP, INC.
RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC.
$1.5M · 6 participants
TONTINE FINANCIAL LLC
TONTINE FINANCIAL LLC 401(K) PLAN
$1.5M · 3 participants
ALGORITHMIC INVESTMENT MODELS
BEAUMONT CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 10 participants
LAFONT & ASSOCIATES
LAFONT & ASSOCIATES 401(K) PLAN
$1.5M · 8 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
