How big is Advancement Strategy, LLC's plan?

Advancement Strategy, LLC's plan reported $76K in assets and 9 participants for 2022.

Original filing (PDF)20230525144418NAL0012464017001

Advancement Strategy, LLC

Name: Advancement Strategy, LLC — Advancement Strategy, Form 5500 (2022)
Creator: Advancement Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advancement Strategy 401(k) Plan

401(k) retirement plan · Advancement Strategy, LLC's Advancement Strategy 401(k) Plan held $76K in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

Plan identifiers

Advancement Strategy, LLC's EIN is 82-4096113.

EIN 82-4096113

Plan number 001

Plan year 2022

ACK ID 20230525144418NAL0012464017001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Advancement Strategy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Advancement Strategy, 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 ADVANCEMENT STRATEGY, 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