How big is Advanta IRA Services LLC's plan?

Advanta IRA Services LLC's plan reported $1.9M in assets and 2 participants for 2025.

Original filing (PDF)20260130154602NAL0007117507001

Advanta IRA Services LLC

Name: Advanta IRA Services LLC — Davies & KERR Consulting, Form 5500 (2025)
Creator: Advanta IRA Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davies & KERR Consulting Inc. Retirement Plan

Defined-contribution retirement plan · Advanta IRA Services LLC's Davies & KERR Consulting Inc. Retirement Plan held $1.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jerry Davies signed Advanta IRA Services LLC's 2025 Form 5500 as plan administrator.

Jerry Davies — 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

Advanta IRA Services LLC's EIN is 59-3730357.

EIN 59-3730357

Plan number 001

Plan year 2025

ACK ID 20260130154602NAL0007117507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advanta IRA Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTA IRA SERVICES LLC.

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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