How big is Edvocate Solutions, LLC's plan?

Edvocate Solutions, LLC's plan reported $365K in assets and 2 participants for 2024.

Original filing (PDF)20250626051524NAL0008283809001

Edvocate Solutions, LLC

Name: Edvocate Solutions, LLC — Edvocate Solutions 401(k), Form 5500 (2024)
Creator: Edvocate Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edvocate Solutions 401(k) Plan

401(k) retirement plan · Edvocate Solutions, LLC's Edvocate Solutions 401(k) Plan held $365K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$365K

Net assets (EOY)

$365K

People on this filing

Michael Petrizzo signed Edvocate Solutions, LLC's 2024 Form 5500 as plan administrator.

Michael Petrizzo — 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

Edvocate Solutions, LLC's EIN is 93-2854019.

EIN 93-2854019

Plan number 001

Plan year 2024

ACK ID 20250626051524NAL0008283809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edvocate Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edvocate Solutions, 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 EDVOCATE SOLUTIONS, LLC.

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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

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 (97th percentile).

Plan sponsor

Name

EDVOCATE SOLUTIONS, LLC

EIN

all filings

Address

1001 FISCHER BLVD · SUITE 3 #131 · TOMS RIVER, NJ · 08753

Phone

(732) 506-0518

Industry

Professional & Technical Services

Plan administrator