Advocates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Advocates, INC.
  • Sponsor EIN: 237451423
  • Sponsor Address: 1881 WORCESTER ROAD, FRAMINGHAM, MA, 01701
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1,862
  • Total Assets: $44.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,862$44.0M$1.3M$3.2M
20221,702$36.2M$1.2M$2.7M

Similar Plans