Department of Labor filing
Spot something wrong?ADVISOR GROWTH STRATEGIES, LLC
ADVISOR GROWTH 401K PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Apr 30, 2026Verified current terms Not available
Plan summary
What matters most
This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.
64Fair plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.2% of assets
How the score works →Still to verify: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202571out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions92nd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense21st percentileTypical peer $102 · based on 77,997 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, ADVISOR GROWTH STRATEGIES, LLC reported $99,781 in employer contributions across this plan, or $12,473 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $99,781 $12,473 per active participant
- Participant contributions
- $178,050
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 35.9%
- Active participants
- 8 Small plan
- Total participants
- 11 13 at the beginning of the year
- Ending assets
- $2,371,472 $215,588 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $1,760,340
- Ending net assets
- $2,370,424
- Beginning liabilities
- $1,048
- Ending liabilities
- $1,048
- Total income
- $616,100
- Total expenses
- $6,016
- Administrative expenses
- $6,016 $547 per active participant
- Participant loans
- $4,473 0.2% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$12,473
2025
$547
2025
8
2025
$2,371,472
2025
0.2%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $12,473 | 8 | 2.4M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.2%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Yes · $29,340A “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 264736201-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2010
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2G2J2K2R3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Dec 31, 2025TripAdvisor, Inc. — 10-K filed 2026-02-13 ↗
Official filing · details not yet checkedWhat it says about employer contributions
he first 6 % of employee contributions to the plan for a maximum employer contribution of 3 % of a participant’s eligible earnings. The catch-up contributions are not eligible for employer matching contributions. The matching contributions portion of an employee’s account, vests after two years of service. Additionally, at the end of the 401(k) Plan year, we make a discretionary matching contribution to eligible participants. This additional discretionary matching employer contribution (or “true up”) is limited to match only contributions up to 3% of eligible compensation. We also have various defined contribution plans for our non-U.S. employees. Our contribution to the 401(k) Plan and our non-U.S. defined contribution plans which are recorded in our consolidated statements of operations
What it says about automatic enrollment
contributions”). Employees may also contribute into the 401(k) Plan on an after-tax basis up (or “Roth 401(k) contributions”) to an annual maximum of 10 %. The 401(k) Plan has an automatic enrollment feature at 6 % pre-tax. We match 50 % of the first 6 % of employee contributions to the plan for a maximum employer contribution of 3 % of a participant’s eligible earnings. The catch-up contributions are not eligible for employer matching contributions. The matching contributions portion of an employee’s account, vests after two years of service. Additionally, at the end of the 401(k) Plan year, we make a discretionary matching contribution to eligible participants. This additional discretionary matching employer contribution (or “true up”) is limited to match only contributions up to 3% of
What it says about fees
en compared to the same period in 2024, primarily due to increased data center costs in Hotels and Other and licensing costs in Experiences. General and Administrative General and administrative expenses consist primarily of professional service fees and other fees including audit, legal, tax and accounting, and other operating costs including real estate and office expenses, and non-compensation related personnel expenses such as travel, relocation, recruiting, and training expenses. Year ended December 31, % Change 2025 2024 2023 2025 vs. 2024 2024 vs. 2023 (in millions) General and administrative $ 67.9 $ 90.5 $ 79.1 (25 %) 14 % % of revenue 3.6 % 4.9 % 4.4 % General and administrative costs decreased $23 million during the year ended December 31, 2025 when compared to the same period i
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260430132813NAL0018494608001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗