How big is Advisor 99, Inc.'s plan?

Advisor 99, Inc.'s plan reported $49K in assets and 3 participants for 2024.

Original filing (PDF)20250707150506NAL0003915889001

Advisor 99, Inc.

Name: Advisor 99, Inc. — Advisor 99, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Advisor 99, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisor 99, Inc. 401(k) Plan

401(k) retirement plan · Advisor 99, Inc.'s Advisor 99, Inc. 401(k) Plan held $49K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Advisor 99, Inc.'s EIN is 81-1029286.

EIN 81-1029286

Plan number 001

Plan year 2024

ACK ID 20250707150506NAL0003915889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advisor 99, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advisor 99, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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