How big is Advocate Care LLC's plan?

Advocate Care LLC's plan reported $1.3M in assets and 40 participants for 2025.

Original filing (PDF)20260429155542NAL0016975696001

Advocate Care LLC

Name: Advocate Care LLC — Advocate Care LLC 401(k) Plan, Form 5500 (2025)
Creator: Advocate Care LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advocate Care LLC 401(k) Plan

401(k) retirement plan · Advocate Care LLC's Advocate Care LLC 401(k) Plan held $1.3M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Advocate Care LLC's EIN is 46-4476760.

EIN 46-4476760

Plan number 001

Plan year 2025

ACK ID 20260429155542NAL0016975696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advocate Care LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advocate Care 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 ADVOCATE CARE 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 (87th percentile).

Plan sponsor

Name

ADVOCATE CARE LLC

EIN

all filings

Address

3140 JUANIPERO WAY STE 102 · MEDFORD, OR · 97504

Phone

(541) 608-2868

Industry

Health Care & Social Assistance

Plan administrator