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Sponsor portfolio

ADVENT MANAGEMENT, INC.

EIN 26-4004126-Construction-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
12
6212 OLD FRANCONIA RD STE B - ALEXANDRIA, VA 223103405703-719-9805
Plans on this EIN
2 filings
#001TraditionalDB-$3.3M - 6 part#002401k-$1.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • DEFINED BENEFIT PLAN (#001)77%
  • PROFIT SHARING PLAN (#002)23%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)6
  • PROFIT SHARING PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ADVENT MANAGEMENT, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ADVENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN

401k

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVENT MANAGEMENT, INC. DEFINED BENEFIT PLANTraditionalDB$3.3M62025
002ADVENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN401k$1.0M62025
Retirement plans
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