How big is Advoc8, Inc.'s plan?

Advoc8, Inc.'s plan reported $1.6M in assets and 28 participants for 2025.

Original filing (PDF)20260407220054NAL0016833794044

Advoc8, Inc.

Name: Advoc8, Inc. — Advoc8 401(k) Plan, Form 5500 (2025)
Creator: Advoc8, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advoc8 401(k) Plan

401(k) retirement plan · Advoc8, Inc.'s Advoc8 401(k) Plan held $1.6M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Advoc8, Inc.'s EIN is 86-1273700.

EIN 86-1273700

Plan number 001

Plan year 2025

ACK ID 20260407220054NAL0016833794044

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advoc8, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advoc8, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ADVOC8, INC

EIN

all filings

Address

13827 CAROWINDS BLVD · SUITE K · CHARLOTTE, NC · 28273

Phone

(202) 796-7995

Industry

Professional & Technical Services

Plan administrator