Original filing (PDF)20250527103521NAL0015891234001

ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP

Name: ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP — ALLENDALE 401(K) PLAN, Form 5500 (2024)
Creator: ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

ALLENDALE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP.

Plan sponsor

Name

ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP

EIN

75-2662818

Address

1101 S. CHESTNUT · LUFKIN, TX · 75901

Phone

(936) 634-3378

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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