How big is Advancepoint Capital LLC's plan?

Advancepoint Capital LLC's plan reported $29K in assets and 1 participants for 2022.

Original filing (PDF)20230719115345NAL0002643856001

Advancepoint Capital LLC

Name: Advancepoint Capital LLC — Advancepoint Capital, Form 5500 (2022)
Creator: Advancepoint Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advancepoint Capital 401(k) Plan

401(k) retirement plan · Advancepoint Capital LLC's Advancepoint Capital 401(k) Plan held $29K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

Plan identifiers

Advancepoint Capital LLC's EIN is 45-4244564.

EIN 45-4244564

Plan number 001

Plan year 2022

ACK ID 20230719115345NAL0002643856001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Advancepoint Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Advancepoint Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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).

Plan sponsor

Name

ADVANCEPOINT CAPITAL LLC

EIN

all filings

Address

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

Phone

(856) 203-6974

Industry

Finance & Insurance

Plan administrator