Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANTAGE WEST FOOD SERVICE MARKETING, INC.
EIN 86-0732410Wholesale TradeLatest filing 2025
Plans
3
Retirement
3
$4.8M assets
Welfare
0
Participants
84
4023 E. MCDOWELL ROAD - PHOENIX, AZ 85008602-343-8900
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.8M assets / 84 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
ADVANTAGE WEST FOOD SERVICE MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$3.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADVANTAGE WEST FOOD SERVICE MARKETING, INC. PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$969K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADVANTAGE WEST FOOD SERVICE MARKETING 401K PLAN
401k
Assets$521K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANTAGE WEST FOOD SERVICE MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $3.3M | 26 | 2024 | |
| 003 | ADVANTAGE WEST FOOD SERVICE MARKETING, INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $969K | 44 | 2024 | |
| 001 | ADVANTAGE WEST FOOD SERVICE MARKETING 401K PLAN | 401k | $521K | 14 | 2025 |
Retirement plans