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Sponsor portfolio

THE BENEFIT ADVANTAGE, INC.

EIN 38-3254950-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
71
3497 AUBURN RD - AUBURN HILLS, MI 48326248-299-4100
Plans on this EIN
2 filings
#001401k-$7.0M - 38 part#002CashBalance-$1.3M - 33 part

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 71 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • INC. 401K PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)38
  • CASH BALANCE PLAN (#002)33
Total 71Click 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

THE BENEFIT ADVANTAGE, INC. 401K PLAN

401k

Assets$7.0M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE BENEFIT ADVANTAGE, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE BENEFIT ADVANTAGE, INC. 401K PLAN401k$7.0M382024
002THE BENEFIT ADVANTAGE, INC. CASH BALANCE PLANCashBalance$1.3M332024
Retirement plans
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