How big is Advanced Voice & Data Inc.'s plan?

Advanced Voice & Data Inc.'s plan reported $1.9M in assets and 15 participants for 2024.

Original filing (PDF)20251010160210NAL0004395731001

Advanced Voice & Data Inc.

Name: Advanced Voice & Data Inc. — Advanced Voice & Data, Form 5500 (2024)
Creator: Advanced Voice & Data Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Voice & Data 401(k) Plan

401(k) retirement plan · Advanced Voice & Data Inc.'s Advanced Voice & Data 401(k) Plan held $1.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Shannon L Levine signed Advanced Voice & Data Inc.'s 2024 Form 5500 as plan administrator.

Shannon L Levine — 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

Advanced Voice & Data Inc.'s EIN is 91-1862643.

EIN 91-1862643

Plan number 001

Plan year 2024

ACK ID 20251010160210NAL0004395731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Voice & Data Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Voice & Data Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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