How big is Advanced Strategic Insight's plan?

Advanced Strategic Insight's plan reported $1.3M in assets and 28 participants for 2024.

Original filing (PDF)20250905153850NAL0017281697001

Advanced Strategic Insight

Name: Advanced Strategic Insight — Advanced Strategic, Form 5500 (2024)
Creator: Advanced Strategic Insight
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Strategic Insight 401(k) Plan

401(k) retirement plan · Advanced Strategic Insight's Advanced Strategic Insight 401(k) Plan held $1.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

John Boehm signed Advanced Strategic Insight's 2024 Form 5500 as plan administrator.

John Boehm — 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

Advanced Strategic Insight's EIN is 47-5510467.

EIN 47-5510467

Plan number 001

Plan year 2024

ACK ID 20250905153850NAL0017281697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Strategic Insight from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Strategic Insight's 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 ADVANCED STRATEGIC INSIGHT.

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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