How big is The Advocate Group, LLC's plan?

The Advocate Group, LLC's plan reported $2.6M in assets and 17 participants for 2024.

Original filing (PDF)20250326164713NAL0011548547001

The Advocate Group, LLC

Name: The Advocate Group, LLC — The Advocate Group, LLC, Form 5500 (2024)
Creator: The Advocate Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Advocate Group, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · The Advocate Group, LLC's The Advocate Group, LLC 401(k) & Profit Sharing Plan held $2.6M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Michael Corrigan signed The Advocate Group, LLC's 2024 Form 5500 as plan administrator.

Michael Corrigan — 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 Advocate Group, LLC's EIN is 45-1497656.

EIN 45-1497656

Plan number 001

Plan year 2024

ACK ID 20250326164713NAL0011548547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Advocate Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Advocate Group, LLC'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 ADVOCATE GROUP, 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