How big is Asset Vantage Inc.'s plan?

Asset Vantage Inc.'s plan reported $195K in assets and 4 participants for 2025.

Original filing (PDF)20260519113734NAL0000700275001

Asset Vantage Inc.

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

Form 5500-SF

FILING_RECEIVED

Asset Vantage Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Asset Vantage Inc.'s Asset Vantage Inc. 401(k) Profit Sharing Plan & Trust held $195K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Edward Rojas signed Asset Vantage Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Asset Vantage Inc.'s EIN is 81-5372825.

EIN 81-5372825

Plan number 001

Plan year 2025

ACK ID 20260519113734NAL0000700275001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ASSET VANTAGE INC

EIN

all filings

Address

1 DOCK ST STE 201 · STAMFORD, CT · 069025840

Phone

(203) 945-1265

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator