Assets by plan
Share of aggregate retirement assets
Filings through .
Advantage West Food Service Marketing, Inc.
EIN 86-0732410Accommodation and Food ServicesLatest filing 2025
Plans
3
Retirement
3
$2.2M assets
Health & Benefits
0
Participants
38
4023 E. MCDOWELL ROAD - PHOENIX, AZ 85008602-343-8900
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.2M assets / 38 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#002
ADVANTAGE WEST FOOD SERVICE MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST
Cash balance
Assets$1.3M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ADVANTAGE WEST FOOD SERVICE MARKETING 401K PLAN
401(k)
Assets$521K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ADVANTAGE WEST FOOD SERVICE MARKETING, INC. PROFIT-SHARING PLAN AND TRUST
Profit-sharing
Assets$401K
Participants23
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 |
|---|---|---|---|---|---|
| #002 | ADVANTAGE WEST FOOD SERVICE MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $1.3M | 1 | 2025 |
| #001 | ADVANTAGE WEST FOOD SERVICE MARKETING 401K PLAN | 401(k) | $521K | 14 | 2025 |
| #003 | ADVANTAGE WEST FOOD SERVICE MARKETING, INC. PROFIT-SHARING PLAN AND TRUST | Profit-sharing | $401K | 23 | 2025 |
- #002 · Cash balance · 20251
- #001 · 401(k) · 202514
- #003 · Profit-sharing · 202523
Retirement plans