Plan Snapshot
- Plan Sponsor: Advantage Sales & Marketing, LLC
- Sponsor EIN: 330777131
- Sponsor Address: 8001 FORSYTH BOULEVARD SUITE 1025, CLAYTON, MO, 63105
- Plan Type: 401(k)
- Total Participants: 34,861
- Total Assets: $764.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 34,861 | $764.6M | $12.1M | $46.9M |
| 2023 | 32,896 | $781.2M | $13.5M | $48.7M |
| 2022 | 32,576 | $690.2M | $12.9M | $46.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,181,236 | — | $1,181,236 | — | — |
| 2023 | $1,205,501 | — | $1,205,501 | — | — |
| 2022 | $1,175,328 | — | $1,175,328 | — | — |