Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCE BENEFIT ASSOCIATES
EIN 26-0140837Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
5390 NORTH ACADEMY BLVD, SUITE 220 - COLORADO SPRINGS, CO 80918719-481-1616
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADVANCE BENEFIT ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ADVANCE BENEFIT ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$384K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANCE BENEFIT ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.6M | 6 | 2025 | |
| 001 | ADVANCE BENEFIT ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $384K | 8 | 2025 |
Retirement plans