How big is Advanced Financial Consultants, Inc.'s plan?

Advanced Financial Consultants, Inc.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250304105733NAL0006898193001

Advanced Financial Consultants, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advanced Financial Consultants, Inc. 401(k) Plan

401(k) retirement plan · Advanced Financial Consultants, Inc.'s Advanced Financial Consultants, Inc. 401(k) Plan held $2.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Advanced Financial Consultants, Inc.'s EIN is 52-1632808.

EIN 52-1632808

Plan number 001

Plan year 2024

ACK ID 20250304105733NAL0006898193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Financial Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Financial Consultants, Inc.'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 ADVANCED FINANCIAL CONSULTANTS, INC..

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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