THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score
96
/ 100
Grade A
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
87
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ADVISORY GROUP OF SAN FRANCISCO, LLC.
Plan sponsor
Name
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
EIN
94-3339091
Address
44 MONTGOMERY STREET, 3RD FLOOR · SAN FRANCISCO, CA · 94104
