How big is Advance Management, Inc.'s plan?

Advance Management, Inc.'s plan reported $546K in assets and 65 participants for 2024.

Original filing (PDF)20250609204525NAL0011241603001

Advance Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advance Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Advance Management, Inc.'s Advance Management, Inc. 401(k) Profit Sharing Plan held $546K in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

Plan identifiers

Advance Management, Inc.'s EIN is 66-0631026.

EIN 66-0631026

Plan number 001

Plan year 2024

ACK ID 20250609204525NAL0011241603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advance Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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