Back to filter
Original filing (PDF)20250319085646NAL0004734769001
ASSET ADVISORY SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
ASSET ADVISORY SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSET ADVISORY SERVICES, INC..
Plan sponsor
Name
ASSET ADVISORY SERVICES, INC.
EIN
59-2509525
Address
2141 ALT. A1A S. · STE 310 · JUPITER, FL · 33477
Phone
(561) 747-9550
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
CONEXUS CAPITA L ADVISORS
CONEXUS CAPITAL ADVISORS INC 401K PROFIT SHARING PLAN
$1.4M · 2 participants
C1 ENTERPRISES LLC
SYMPHONY FINANCIAL RETIREMENT PLAN
$1.4M · 23 participants
MOORE FINANCIAL GROUP, INC.
MOORE FINANCIAL GROUP, INC. DBA BANC CONSULTING PARTNERS 401(K) PLAN
$1.4M · 4 participants
2M MANAGEMENT LLC
2M MANAGEMENT LLC 401(K) SAVINGS
$1.4M · 5 participants
ERIC KALMA
ERIC KALMA 401(K) PLAN
$1.4M · 3 participants
FRANCES A. MILANO & ASSOCIATES
FRANCES A. MILANO & ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST
$1.4M · 2 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants