How big is Advanced Insurance Strategies LLC's plan?

Advanced Insurance Strategies LLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250612101625NAL0016698817001

Advanced Insurance Strategies LLC

Name: Advanced Insurance Strategies LLC — Advanced Insuran, Form 5500 (2024)
Creator: Advanced Insurance Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Insurance Strategies LLC 401(k) Plan

401(k) retirement plan · Advanced Insurance Strategies LLC's Advanced Insurance Strategies LLC 401(k) Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brian Peters signed Advanced Insurance Strategies LLC's 2024 Form 5500 as plan administrator.

Brian Peters — 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 Insurance Strategies LLC's EIN is 45-0471287.

EIN 45-0471287

Plan number 001

Plan year 2024

ACK ID 20250612101625NAL0016698817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Insurance Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Insurance Strategies LLC'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 INSURANCE STRATEGIES LLC.

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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