Department of Labor filing

ADVOCAP, INC.

ADVOCAP, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 20, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,609

Reported employer contributions per active participant.

Higher than about 63% of comparable plans

#People in the filing

158

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$146 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 27% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions63rd percentileTypical peer $1,271 · based on 835 comparable plans

Lower reported administrative expense27th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ADVOCAP, INC. reported $254,164 in employer contributions across the plan and 158 active participants. That works out to $1,609 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 26.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $254,164
Participant contributions: $304,895
Other contributions: $99,666
Employer share of reported contributions: 45.5%
Beginning assets: $7,259,329
Ending assets: $8,028,458
Ending net assets: $8,028,458
Ending liabilities: $0
Total income: $1,568,366
Total expenses: $799,237
Administrative expenses: $32,498
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,474

2023

$1,642

2024

$1,609

Plan-paid administrative expenses per participant

2022

$116

2023

$125

2024

$146

Active participants

2022

162

2023

149

2024

158

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,609	158	8M	20250820090059NAL0001531171001
2023	$1,642	149	7.3M	20240716154137NAL0001926003001
2022	$1,474	162	6.5M	20230718145729NAL0001005841001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 391053365-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1991
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250820090059NAL0001531171001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗