Assets by plan
Share of aggregate retirement assets
Filings through .
Advantage Mortgage, Inc.
EIN 82-5478762financial servicesLatest filing 2025
Plans
3
Retirement
3
$6.0M assets
Health & Benefits
0
Participants
145
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.0M assets / 145 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ADVANTAGE MORTGAGE, INC. EMPLOYEE 401(K) PLAN
401(k)
Assets$3.3M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ADVANTAGE MORTGAGE, INC. RETIREMENT PLAN
Cash balance
Assets$2.2M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ADVANTAGE MORTGAGE, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$468K
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ADVANTAGE MORTGAGE, INC. EMPLOYEE 401(K) PLAN | 401(k) | $3.3M | 74 | 2025 |
| #002 | ADVANTAGE MORTGAGE, INC. RETIREMENT PLAN | Cash balance | $2.2M | 16 | 2025 |
| #001 | ADVANTAGE MORTGAGE, INC. PROFIT SHARING PLAN | Profit-sharing | $468K | 55 | 2025 |
- #003 · 401(k) · 202574
- #002 · Cash balance · 202516
- #001 · Profit-sharing · 202555
Retirement plans