Original filing (PDF)20230804130313NAL0043121202001

ADVICE TRADE, INC.

Name: ADVICE TRADE, INC. — ADVICE TRADE, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: ADVICE TRADE, INC.

Form 5500-SF

FILING_RECEIVED

ADVICE TRADE, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVICE TRADE, INC..

Plan sponsor

Name

ADVICE TRADE, INC.

EIN

95-4868747

Address

2222 HERMOSA AVENUE · HERMOSA BEACH, CA · 90254

Phone

(310) 802-1200

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-04

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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