Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANTAGE CARE MANAGEMENT, LLC
EIN 47-1329097Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
138
2384 PACIFIC DRIVE - SANTA CLARA, CA 95051415-215-7711
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 138 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#001
ADVANCE CARE MANAGEMENT, LLC 401K & PROFIT-SHARING PLAN
401k
Assets$875K
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCE CARE MANAGEMENT, LLC 401K & PROFIT-SHARING PLAN
401k
Assets$875K
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCE CARE MANAGEMENT, LLC 401K & PROFIT-SHARING PLAN | 401k | $875K | 69 | 2024 | |
| 002 | ADVANCE CARE MANAGEMENT, LLC 401K & PROFIT-SHARING PLAN | 401k | $875K | 69 | 2024 |
Retirement plans