ADVANTIS 401(K) PLAN
Overview
Plan Contact
- Address: 20 SUNNYSIDE AVE, SUITE E,MILL VALLEY,CA
- Contact person: SHAUN PORTER
- Phone: (415) 528-3569
Plan General Information
At the end of 2022, the total retirement plan assets of ADVANTIS 401(K) PLAN is $2,553,298.This plan was established in 2018.
At the end of 2022, the total number of retirement plan participants in ADVANTIS 401(K) PLAN is 695
In 2022, the average participant retirement account value for ADVANTIS 401(K) PLAN is $3,673
In 2022, the estimated average employee contribution amount per participant for ADVANTIS 401(K) PLAN is $2,466
In 2022, the total retirement plan asset growth rate of ADVANTIS 401(K) PLAN is 40.08%
In 2022, the estimated aggregate retirement account investment gain/loss for ADVANTIS 401(K) PLAN is -17.37%. This measures the effectiveness of the plan participants’ investments in the year.
In 2022, the investment and administrative expense ratio of ADVANTIS 401(K) PLAN is 0.04%.
Enrollment Features
ADVANTIS 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.