ADVISE FINANCIAL SOLUTIONS 401(K) PLAN

[ EIN: 47-2517847 | Plan No. 001 ]

ADVISE FINANCIAL SOLUTIONS 401(K) PLAN, sponsored by ADVISE FINANCIAL SOLUTIONS, appears in Form 5500 filings as a 401(k) plan. The plan reported 2 participants and total assets of $168,938 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ADVISE FINANCIAL SOLUTIONS

Location: 1549 BOETTLER ROAD, SUITE A, UNIONTOWN, OH 44685

EIN: 472517847

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $168,938

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