401(k) · DOL Form 5500 · 2024
Advo(K)Ate Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $332,218
- Avg per participant High balance/head
Official DOL plan name: Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · Sponsored by Advo(K)Ate Advisors, LLC · Alabama · Finance & Insurance
$3M in assets, 9 participants
Advo(K)Ate Advisors, LLC's Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,899 in Finance & Insurance (8,549 peers)
Advo(K)Ate Advisors, LLC multi-year trail
Advo(K)Ate Advisors, LLC's plans moved +453.4% in assets from 2022 to 2024; this filing shows Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla at $3M / 9 participants.
- #1,899
- in Finance & Insurance (8,549 peers)
- +35.9%
- assets growth YoY
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla's mid-pack asset rank among Finance & Insurance and all filers
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,989,962 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported net income fell from $2M in the plan year 2023 filing to $791K in the plan year 2024 filing.
- Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 882371084 · Advo(K)Ate Advisors, LLC PY 2024 · 401(k)
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · $3M · 9 · 34th
- ASSETS $3M
- ASSETS 9
- ASSETS 34th
- ASSETS 401(k)
- ASSETS near Midatlantic Refrigeration, LLC 401 (K) Profit Sharing Plan
- ASSETS ind #1899
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Alabama →
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla in the asset neighbourhood
Advo(K)Ate Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Advo(K)Ate Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 453.39230090117104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $540K |
| 2023 | 1 | 10 | $2M |
| 2024 | 1 | 9 | $3M |
Advo(K)Ate Advisors, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $791K |
| Employer EIN | 882371084 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Midatlantic Refrigeration, LLC 401 (K) Profit Sharing Plan in MD ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.