Original filing (PDF)20230719115345NAL0002643856001

ADVANCEPOINT CAPITAL LLC

Name: ADVANCEPOINT CAPITAL LLC — ADVANCEPOINT CAPITAL 401K PLAN, Form 5500 (2022)
Creator: ADVANCEPOINT CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

ADVANCEPOINT CAPITAL 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCEPOINT CAPITAL LLC.

Plan sponsor

Name

ADVANCEPOINT CAPITAL LLC

EIN

45-4244564all filings

Address

51 HADDONFIELD ROAD · SUITE 135 · CHERRY HILL, NJ · 08002

Phone

(856) 203-6974

Industry