Sponsor portfolio
ADV INSURANCE AGENCY, LLC
EIN 27-3695858insuranceLatest filing 2025
Plans
1
Retirement
1
$16K assets
Welfare
0
Participants
4
150 WASHINGTON AVENUE, SUITE 201 - SANTA FE, NM 87501505-662-8973advinsuranceagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADV INSURANCE AGENCY, LLC 401(K) PLAN | 401k | $16K | 4 | 2025 |
Retirement plans