How big is Advice Trade, Inc.'s plan?

Advice Trade, Inc.'s plan reported $1.1M in assets and 1 participants for 2022.

Original filing (PDF)20230905191834NAL0028153282001

Advice Trade, Inc.

Name: Advice Trade, Inc. — Advice Trade, Inc. 401(k), Form 5500 (2022)
Creator: Advice Trade, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advice Trade, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Advice Trade, Inc.'s Advice Trade, Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Advice Trade, Inc.'s EIN is 95-4868747.

EIN 95-4868747

Plan number 002

Plan year 2022

ACK ID 20230905191834NAL0028153282001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Advice Trade, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVICE TRADE, INC..

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Plan health score

Above-average plan

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

Knocking points off