How big is Allendale Inc. DBA the Advanced Financial Group's plan?

Allendale Inc. DBA the Advanced Financial Group's plan reported $2.2M in assets and 14 participants for 2025.

Original filing (PDF)20260413083748NAL0029649330001

Allendale Inc. DBA the Advanced Financial Group

Name: Allendale Inc. DBA the Advanced Financial Group — Form 5500 Plan 001 (2025)
Creator: Allendale Inc. DBA the Advanced Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allendale 401(k) Plan

401(k) retirement plan · Allendale Inc. DBA the Advanced Financial Group's Allendale 401(k) Plan held $2.2M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Christopher MOSS signed Allendale Inc. DBA the Advanced Financial Group's 2025 Form 5500 as plan administrator.

Christopher MOSS — 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

Allendale Inc. DBA the Advanced Financial Group's EIN is 75-2662818.

EIN 75-2662818

Plan number 001

Plan year 2025

ACK ID 20260413083748NAL0029649330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allendale Inc. DBA the Advanced Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allendale Inc. DBA the Advanced Financial Group's plan includes profit-sharing, a 401(k) feature, 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 ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP.

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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