How big is Advancetr, Inc.'s plan?

Advancetr, Inc.'s plan reported $658K in assets and 4 participants for 2025.

Original filing (PDF)20260325203122NAL0004139297001

Advancetr, Inc.

Name: Advancetr, Inc. — Advancetr, Inc. 401(k) Plan &, Form 5500 (2025)
Creator: Advancetr, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advancetr, Inc. 401(k) Plan & Trust

401(k) retirement plan · Advancetr, Inc.'s Advancetr, Inc. 401(k) Plan & Trust held $658K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

People on this filing

Bob Burke signed Advancetr, Inc.'s 2025 Form 5500 as plan administrator.

Bob Burke — 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

Advancetr, Inc.'s EIN is 81-1043735.

EIN 81-1043735

Plan number 001

Plan year 2025

ACK ID 20260325203122NAL0004139297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advancetr, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advancetr, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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