Original filing (PDF)20251014124249NAL0005985666001

ADVANCED ADVISING, LLC

Name: ADVANCED ADVISING, LLC — ADVANCED ADVISING 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADVANCED ADVISING, LLC

Form 5500-SF

FILING_RECEIVED

ADVANCED ADVISING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED ADVISING, LLC.

Plan sponsor

Name

ADVANCED ADVISING, LLC

EIN

83-2544899

Address

3906 SW KELLY AVENUE · PORTLAND, OR · 97239

Phone

(503) 320-6996

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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