How big is Advantage Insurance LLC's plan?

Advantage Insurance LLC's plan reported $575K in assets and 7 participants for 2025.

Original filing (PDF)20260430145517NAL0000039363001

Advantage Insurance LLC

Name: Advantage Insurance LLC — Advantage Insurance LLC, Form 5500 (2025)
Creator: Advantage Insurance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Insurance LLC 401(k) Plan

401(k) retirement plan · Advantage Insurance LLC's Advantage Insurance LLC 401(k) Plan held $575K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

People on this filing

Steven Russell signed Advantage Insurance LLC's 2025 Form 5500 as plan administrator.

Steven Russell — 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

Advantage Insurance LLC's EIN is 81-5391814.

EIN 81-5391814

Plan number 001

Plan year 2025

ACK ID 20260430145517NAL0000039363001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advantage Insurance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advantage Insurance LLC'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 ADVANTAGE INSURANCE 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