How big is Advantage Insurance Services LLC's plan?

Advantage Insurance Services LLC's plan reported $2.4M in assets and 52 participants for 2024.

Original filing (PDF)20250616080655NAL0000398563001

Advantage Insurance Services LLC

Name: Advantage Insurance Services LLC — Advantage, Form 5500 (2024)
Creator: Advantage Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Insurance Section 1081.01(d) Plan

Defined-contribution retirement plan · Advantage Insurance Services LLC's Advantage Insurance Section 1081.01(d) Plan held $2.4M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Zaida Sofia Rucabado Fuxench signed Advantage Insurance Services LLC's 2024 Form 5500 as plan administrator.

Zaida Sofia Rucabado Fuxench — 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

Advantage Insurance Services LLC's EIN is 66-0840766.

EIN 66-0840766

Plan number 001

Plan year 2024

ACK ID 20250616080655NAL0000398563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advantage Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advantage Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE INSURANCE 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