Original filing (PDF)20241121094616NAL0000275539001

Advantage Financial Services, LLC

Name: Advantage Financial Services, LLC — Advantage, Form 5500 (2023)
Creator: Advantage Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Financial Services 401(k) Plan

401(k) retirement plan · Advantage Financial Services, LLC's Advantage Financial Services 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Advantage Financial Services, LLC's EIN is 72-1195942.

EIN 72-1195942

Plan number 001

Plan year 2023

ACK ID 20241121094616NAL0000275539001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advantage Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advantage Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score