How big is Advanced Tax Services LLC's plan?

Advanced Tax Services LLC's plan covered 1 participants for 2025.

Original filing (PDF)20260428221434NAL0010287857068

Advanced Tax Services LLC

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

Form 5500-SF

FILING_RECEIVED

Advanced Tax Services 401(k) Plan

401(k) retirement plan · Advanced Tax Services LLC's Advanced Tax Services 401(k) Plan covered 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Advanced Tax Services LLC's EIN is 86-1499052.

EIN 86-1499052

Plan number 001

Plan year 2025

ACK ID 20260428221434NAL0010287857068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advanced Tax Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advanced Tax Services 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 ADVANCED TAX SERVICES LLC.

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off