How big is Advise Financial Solutions' plan?

Advise Financial Solutions' plan reported $240K in assets and 1 participants for 2025.

Original filing (PDF)20260315131603NAL0000413344001

Advise Financial Solutions

Name: Advise Financial Solutions — Advise Financial, Form 5500 (2025)
Creator: Advise Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advise Financial Solutions 401(k) Plan

401(k) retirement plan · Advise Financial Solutions' Advise Financial Solutions 401(k) Plan held $240K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Jennifer Tanaka signed Advise Financial Solutions' 2025 Form 5500 as plan administrator.

Jennifer Tanaka — 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

Advise Financial Solutions' EIN is 47-2517847.

EIN 47-2517847

Plan number 001

Plan year 2025

ACK ID 20260315131603NAL0000413344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advise Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advise Financial Solutions' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVISE FINANCIAL SOLUTIONS.

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ADVISE FINANCIAL SOLUTIONS

EIN

all filings

Address

1549 BOETTLER ROAD, SUITE A · UNIONTOWN, OH · 44685

Phone

(855) 222-0776

Industry

Finance & Insurance

Plan administrator