Original filing (PDF)20250716103351NAL0003015665001

ADVANTAGE TAX STRATEGIES LTD

Name: ADVANTAGE TAX STRATEGIES LTD — ADVANTAGE TAX STRATEGIES LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ADVANTAGE TAX STRATEGIES LTD

Form 5500-SF

FILING_RECEIVED

ADVANTAGE TAX STRATEGIES LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE TAX STRATEGIES LTD.

Plan sponsor

Name

ADVANTAGE TAX STRATEGIES LTD

EIN

87-2984681

Address

13727 RACE CT · BRIGHTON, CO · 806026377

Phone

(720) 890-8642

Industry