Sponsor portfolio
ADVANCED DISTRIBUTION SVS
EIN 04-3617346wholesaleLatest filing 2025
Plans
2
Retirement
1
$287K assets
Welfare
1
Participants
29
16710 W PARK CIRCLE DR - CHAGRIN FALLS, OH 44023330-725-3330advancedds.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED DISTRIBUTION SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$287K
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
ADVANCED DISTRIBUTION SVS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED DISTRIBUTION SERVICES 401(K) PROFIT SHARING PLAN | 401k | $287K | 25 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVANCED DISTRIBUTION SVS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans