Original filing (PDF)20240408162520NAL0038714546001

Advize Health LLC

Name: Advize Health LLC — Advize Health LLC 401(k) Plan, Form 5500 (2023)
Creator: Advize Health LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advize Health LLC 401(k) Plan

401(k) retirement plan · Advize Health LLC's Advize Health LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 60.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeanmarie Loria signed Advize Health LLC's 2023 Form 5500 as plan administrator.

Jeanmarie Loria — 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

Advize Health LLC's EIN is 47-2467157.

EIN 47-2467157

Plan number 001

Plan year 2023

ACK ID 20240408162520NAL0038714546001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advize Health LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advize Health 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 ADVIZE HEALTH LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off