Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
ADVANCE TECHNOLOGY SALES, INC
EIN 86-0266836wholesaleLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
1618 S. PRIEST DRIVE, SUITE 111 - TEMPE, AZ 85281480-921-2282advancetechnologysales.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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#002
ADVANCE TECHNOLOGY SALES, INC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ADVANCE TECHNOLOGY SALES INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$917K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANCE TECHNOLOGY SALES, INC CASH BALANCE PLAN | CashBalance | $1.2M | 2 | 2024 | |
| 001 | ADVANCE TECHNOLOGY SALES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $917K | 2 | 2024 |
Retirement plans