Advocates, Inc. 401(k) Plan: Login, Facts & Contact Information

Advocates, Inc. 401(k) Plan Facts

Plan name
ADVOCATES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ADVOCATES, INC.
Participants
2,600 (2,478 active employees)
Former employees with a balance
237
Plan assets
$51,083,746 at Jun 30, 2025
Average account balance
$45,570 across 1,121 accounts
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 1992
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 14, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.21 million went into the plan in contributions.
  • $5.73 million was paid out to participants.
  • Investment and other income added $5.71 million.
  • Administrative expenses were $18,272, about $16 per account.

How the Advocates, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,865$24.1 million$846,867$1.91 million
20201,927$2.16 million$0$0
20211,593$29.8 million$911,610$1.44 million
20221,797$36.2 million$1.16 million$1.80 million
20231,911$44.0 million$1.31 million$3.28 million
20242,600$51.1 million$0$5.73 million

Advocates, Inc. 401(k) Contact Information

Phone
508-628-6300
Mailing address
1881 WORCESTER ROAD, FRAMINGHAM MA 01701
Plan sponsor
ADVOCATES, INC.
Employer identification number (EIN)
23-7451423
Plan number
001

Questions about the Advocates, Inc. 401(k)

Does Advocates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Advocates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Advocates, Inc 401(k) plan?

2,600 participants at the start of plan year 2024, 2,478 of them active employees, and 237 former employees who still had money in the plan.

What is the average 401(k) balance at Advocates, Inc?

About $45,570 per account: $51.1 million in plan assets across 1,121 accounts with a balance at the end of plan year 2024.

Who manages the Advocates, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Advocates, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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