Plan5500

Advocates, Inc. 401(K) Plan — Form 5500 plan (Advocates, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Advocates, Inc. 401(K) Plan is a benefit plan reported by Advocates, Inc. under EIN 23-7451423 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,911 participants and $43,950,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advocates, Inc.
EIN
23-7451423
Plan number
001
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
1,911
End-of-year plan assets
$43,950,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,911H, C20251219140819NAL0014536594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,950,363
Total liabilities (EOY)
$0
Net assets (EOY)
$43,950,363
Net assets (BOY)
$36,214,442

Income & contributions

Employer contributions
$1,308,958
Participant contributions
$3,230,964
Total contributions
$4,837,501
Total income / additions
$11,043,376

Expenses & distributions

Benefits paid
$3,280,243
Administrative expenses
$4,912
Total expenses
$3,307,455
Net increase / (decrease)
$7,735,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services Inc DbaINVESTMENT ADVISOR$17,670not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,087$02023

Related Form 5500 pages