How big is Advanced Billing Consultants, LLC's plan?

Advanced Billing Consultants, LLC's plan reported $3.2M in assets and 97 participants for 2024.

Original filing (PDF)20251001100938NAL0017666195001

Advanced Billing Consultants, LLC

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

Form 5500

FILING_RECEIVED

Advanced Billing Consultants, LLC 401(k) Plan

401(k) retirement plan · Advanced Billing Consultants, LLC's Advanced Billing Consultants, LLC 401(k) Plan held $3.2M in plan assets for 97 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

~87 bps in Sched C fees

Active participants

Accounts w/ balance

194

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Heather Haynes signed Advanced Billing Consultants, LLC's 2024 Form 5500 as plan administrator.

Heather Haynes — 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 Billing Consultants, LLC's EIN is 85-3717795.

EIN 85-3717795

Plan number 001

Plan year 2024

ACK ID 20251001100938NAL0017666195001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Billing Consultants, 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 ADVANCED BILLING CONSULTANTS, LLC.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ADVANCED BILLING CONSULTANTS, LLC

EIN

all filings

Address

3024 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN · 37072

Phone

(615) 239-2058

Industry

Professional & Technical Services

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THOROUGHBRED FINANCIAL SERVICES LLC	—	BRENTWOOD, TN	INVESTMENT ADVISOR	$4K	—

Investments

24 direct securities· $3.1M(97% of reported assets)

Other securities

$2.9M

18 holdings

Common Collective Trusts

$97K

1 holding

Mutual Funds

$95K

5 holdings

					% of plan
2035 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$463K	14.3%
2040 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$438K	13.6%
2045 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$396K	12.2%
2055 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$337K	10.4%
2030 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$301K	9.3%
2050 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$238K	7.4%
Growth Fund of America R5 Mutual fund N/A	Other securities	—	—	$217K	6.7%
2025 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$160K	4.9%
2060 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$105K	3.2%
S&P 500 Index I Mutual fund N/A	Common Collective Trusts	—	—	$97K	3.0%
Fundamental Investors R5 Mutual fund N/A	Other securities	—	—	$62K	1.9%
Washington Mutual R5 Mutual fund N/A	Other securities	—	—	$50K	1.5%
Sycamore Established Value R6 Mutual fund N/A	Other securities	—	—	$45K	1.4%
Fidelity Small Cap Index Mutual fund N/A	Mutual Funds	—	—	$39K	1.2%
New Perspective R5 Mutual fund N/A	Other securities	—	—	$33K	1.0%
EuroPacific Growth R5 Mutual fund N/A	Other securities	—	—	$29K	0.9%
Columbia Mid Cap Index Instl Mutual fund N/A	Other securities	—	—	$23K	0.7%
American Funds American Balance Mutual fund N/A	Mutual Funds	—	—	$19K	0.6%
Pimco Total Return Instl Mutual fund N/A	Mutual Funds	—	—	$15K	0.5%
Registered investment companies * 2010 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$15K	0.5%
2065 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$14K	0.4%
Cash equivalents * American Funds US Govt Money market N/A	Mutual Funds	—	—	$13K	0.4%
2020 Target Date Fund R5 Mutual fund N/A	Other securities	—	—	$11K	0.4%
American Funds Interim DB FD of Am Mutual fund N/A	Mutual Funds	—	—	$8K	0.3%