Advantage 401(K) Savings Plan — Form 5500 plan (Advantage Sales & Marketing, LLC)
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, Advantage 401(K) Savings Plan is a benefit plan reported by Advantage Sales & Marketing, LLC under EIN 33-0777131 and plan number 001. The latest loaded filing year is 2023. The filing reports 37,314 participants and $781,181,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Sales & Marketing, LLC
- EIN
- 33-0777131
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 37,314
- End-of-year plan assets
- $781,181,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,314 | H, C | 20240910152017NAL0003076595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $781,181,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $781,181,870
- Net assets (BOY)
- $690,193,506
Income & contributions
- Employer contributions
- $13,543,028
- Participant contributions
- $48,723,838
- Total contributions
- $73,979,572
- Total income / additions
- $184,465,951
Expenses & distributions
- Benefits paid
- $89,134,872
- Administrative expenses
- $1,205,501
- Total expenses
- $93,477,587
- Net increase / (decrease)
- $90,988,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,205,501 | $10,400 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $150,000 | 2023 |
| Wright Ford Young & Co. | ACCOUNTANT | $0 | $35,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantage Sales & Marketing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Wright Ford Young & Co. — Schedule C compensation