How big is Advance Employee Intelligence's plan?

Advance Employee Intelligence's plan reported $1.4M in assets and 89 participants for 2023.

Original filing (PDF)20241004091021NAL0019329520001

Advance Employee Intelligence

Name: Advance Employee Intelligence — AEI 401(k) Plan, Form 5500 (2023)
Creator: Advance Employee Intelligence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AEI 401(k) Plan

401(k) retirement plan · Advance Employee Intelligence's AEI 401(k) Plan held $1.4M in plan assets for 89 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

RON Covington signed Advance Employee Intelligence's 2023 Form 5500 as plan administrator.

RON Covington — 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

Advance Employee Intelligence's EIN is 46-0888967.

EIN 46-0888967

Plan number 001

Plan year 2023

ACK ID 20241004091021NAL0019329520001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advance Employee Intelligence from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advance Employee Intelligence'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 ADVANCE EMPLOYEE INTELLIGENCE.

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Plan health score

Above-average plan

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

Knocking points off