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Sponsor portfolio

ADVANCE MARKETING & DISTRIBUTION, INC.

EIN 33-0108905-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
48
16691 NOYES AVENUE - IRVINE, CA 926065138949-251-1851
Plans on this EIN
2 filings
#002TraditionalDB-$1.9M - 20 part#001401k-$1.5M - 28 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PENSION (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)28
  • DEFINED BENEFIT PENSION (#002)20
Total 48Click 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#002

ADVANCE MARKETING & DISTRIBUTION, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANCE MARKETING & DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCE MARKETING & DISTRIBUTION, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M202025
001ADVANCE MARKETING & DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN401k$1.5M282025
Retirement plans
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