How big is Advanced Advising, LLC's plan?

Advanced Advising, LLC's plan reported $983K in assets and 2 participants for 2024.

Original filing (PDF)20251014124249NAL0005985666001

Advanced Advising, LLC

Name: Advanced Advising, LLC — Advanced Advising 401(k), Form 5500 (2024)
Creator: Advanced Advising, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Advising 401(k) Profit Sharing Plan

401(k) retirement plan · Advanced Advising, LLC's Advanced Advising 401(k) Profit Sharing Plan held $983K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

People on this filing

Douglas Marlow signed Advanced Advising, LLC's 2024 Form 5500 as plan administrator.

Douglas Marlow — 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

Advanced Advising, LLC's EIN is 83-2544899.

EIN 83-2544899

Plan number 001

Plan year 2024

ACK ID 20251014124249NAL0005985666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Advising, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Advising, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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