Original filing (PDF)20260130150143NAL0007046707001

ADVANTA IRA SERVICES LLC

Name: ADVANTA IRA SERVICES LLC — DAVIES & KERR CONSULTING INC RETIREMENT PLAN, Form 5500 (2024)
Creator: ADVANTA IRA SERVICES LLC

Form 5500-SF

FILING_RECEIVED

DAVIES & KERR CONSULTING INC RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTA IRA SERVICES LLC.

Plan sponsor

Name

ADVANTA IRA SERVICES LLC

EIN

59-3730357

Address

13191 STARKEY RD STE 9 · LARGO, FL · 337731438

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Name

DAVIES & KERR CONSULTING, INC

EIN

59-3730357

City

LAND O LAKES, FL

Phone

(813) 956-1061

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-30

Pension benefit codes

2G · Total participant-directed accounts

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 providers

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