How big is Advisory Marketing, LLC's plan?

Advisory Marketing, LLC's plan reported $614K in assets and 11 participants for 2025.

Original filing (PDF)20260427220725NAL0020256418021

Advisory Marketing, LLC

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

Form 5500-SF

FILING_RECEIVED

Advisory Marketing, LLC 401(k) Plan

401(k) retirement plan · Advisory Marketing, LLC's Advisory Marketing, LLC 401(k) Plan held $614K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

People on this filing

Elantha Barry signed Advisory Marketing, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Advisory Marketing, LLC's EIN is 84-4108156.

EIN 84-4108156

Plan number 001

Plan year 2025

ACK ID 20260427220725NAL0020256418021

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Advisory Marketing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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