How big is Asset Advisory Services, Inc.'s plan?

Asset Advisory Services, Inc.'s plan reported $1.5M in assets and 7 participants for 2025.

Original filing (PDF)20260306103808NAL0012109858001

Asset Advisory Services, Inc.

Name: Asset Advisory Services, Inc. — Asset Advisory, Form 5500 (2025)
Creator: Asset Advisory Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Advisory Services 401(k) Plan

401(k) retirement plan · Asset Advisory Services, Inc.'s Asset Advisory Services 401(k) Plan held $1.5M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Asset Advisory Services, Inc.'s EIN is 59-2509525.

EIN 59-2509525

Plan number 001

Plan year 2025

ACK ID 20260306103808NAL0012109858001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Asset Advisory Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Asset Advisory Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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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