How big is Advoc8, LLC's plan?

Advoc8, LLC's plan reported $1.1M in assets and 56 participants for 2023.

Original filing (PDF)20240718220211NAL0006638129007

Advoc8, LLC

Name: Advoc8, LLC — Advoc8 401(k) Plan, Form 5500 (2023)
Creator: Advoc8, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advoc8 401(k) Plan

401(k) retirement plan · Advoc8, LLC's Advoc8 401(k) Plan held $1.1M in plan assets for 56 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

QIAN LIU signed Advoc8, LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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

Advoc8, LLC's EIN is 81-3667301.

EIN 81-3667301

Plan number 001

Plan year 2023

ACK ID 20240718220211NAL0006638129007

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advoc8, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advoc8, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVOC8, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ADVOC8, LLC

EIN

all filings

Address

1250 4TH STREET NE · 2ND FLOOR · WASHINGTON, DC · 20002

Phone

(202) 796-7995

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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