How big is Association Advisors NJ's plan?

Association Advisors NJ's plan reported $503K in assets and 55 participants for 2024.

Original filing (PDF)20251010110504NAL0012915376001

Association Advisors NJ

Name: Association Advisors NJ — Association Advisors NJ, Form 5500 (2024)
Creator: Association Advisors NJ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Association Advisors NJ 401(k) Plan

401(k) retirement plan · Association Advisors NJ's Association Advisors NJ 401(k) Plan held $503K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

People on this filing

James Bertan signed Association Advisors NJ's 2024 Form 5500 as plan administrator.

James Bertan — 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

Association Advisors NJ's EIN is 46-4628107.

EIN 46-4628107

Plan number 001

Plan year 2024

ACK ID 20251010110504NAL0012915376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Association Advisors NJ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Association Advisors NJ's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATION ADVISORS NJ.

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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