How big is Advize Health LLC's plan?

Advize Health LLC's plan reported $659K in assets and 1 participants for 2025.

Original filing (PDF)20260504221001NAL0000572242031

Advize Health LLC

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

Form 5500-SF

FILING_RECEIVED

Advize Health 401(k) Plan

401(k) retirement plan · Advize Health LLC's Advize Health 401(k) Plan held $659K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

People on this filing

Elantha Barry signed Advize Health LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 002

Plan year 2025

ACK ID 20260504221001NAL0000572242031

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Advize Health LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

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 (100th percentile).

Plan sponsor

Name

ADVIZE HEALTH LLC

EIN

all filings

Address

4550 N. PALMETTO AVE · 102 · WINTER PARK, FL · 32792

Phone

(888) 722-6059

Industry

Professional & Technical Services

Plan administrator