· 2022–2024 · DOL EFAST2

Benefits Advocate Corporation — Advocate 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260723124128NAL0020008450001

Benefits Advocate Corporation

Form 5500-SF

FILING_RECEIVED

Advocate 401(k) Plan

401(k) retirement plan · Benefits Advocate Corporation's Advocate 401(k) Plan held $735K in plan assets for 32 participants in 2025.

Active participants

32

Accounts w/ balance

26

Plan assets (EOY)

$735K

Net assets (EOY)

$735K

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

59

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFITS ADVOCATE CORPORATION.

Plan sponsor

Name

BENEFITS ADVOCATE CORPORATION

EIN

88-2081071all filings

Address

169 MADISON AVE STE 15513 · NEW YORK, NY · 10016

Phone

(619) 341-9431

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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