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Original filing (PDF)20230315143956NAL0012382467001
ADVICENT SOLUTIONS, LP
Form 5500
FILING_RECEIVED
ADVICENT 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVICENT SOLUTIONS, LP.
Plan sponsor
Name
ADVICENT SOLUTIONS, LP
EIN
45-3744503
Address
10700 RESEARCH DRIVE · SUITE 1 · MILWAUKEE, WI · 53226
Phone
(414) 312-9473
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-05-31
Filed
2023-03-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $4K | — |
Investments
9 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GREAT-WEST LIFE 2025 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 012 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2055 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 015 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2030 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 009 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2015 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 011 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2040 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 050 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2060 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 052 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2035 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 013 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2045 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 014 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2050 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 051 | Common Collective Trust | $0 | — |
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