How big is 103 Advisory Group, LLC's plan?

103 Advisory Group, LLC's plan reported $484K in assets and 3 participants for 2025.

Original filing (PDF)20260325140809NAL0003749745001

103 Advisory Group, LLC

Name: 103 Advisory Group, LLC — 103 Advisory Group, LLC, Form 5500 (2025)
Creator: 103 Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

103 Advisory Group, LLC 401(k) Plan

401(k) retirement plan · 103 Advisory Group, LLC's 103 Advisory Group, LLC 401(k) Plan held $484K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

Rick Milton signed 103 Advisory Group, LLC's 2025 Form 5500 as plan administrator.

Rick Milton — 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

103 Advisory Group, LLC's EIN is 86-3174023.

EIN 86-3174023

Plan number 001

Plan year 2025

ACK ID 20260325140809NAL0003749745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 103 Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

103 Advisory Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 103 ADVISORY GROUP, LLC.

Finding similar companies…

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