Advocates, Inc 401(k) Plan: Login, Facts & Contact Information
Advocates, Inc 401(k) Login
16 former Advocates, Inc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Advocates, Inc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 â Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $808,203 went into the plan in contributions, $196,707 of it from the employer (24%).
- $60,757 was paid out to participants.
- Investment and other income added $344,357.
- Administrative expenses were $34,648, about $166 per account.
How the Advocates, Inc 401(k) changed, 2019â2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 352 | $1.86 million | â | $30,496 |
| 2020 | 559 | $1.60 million | â | $666,655 |
| 2021 | 1,321 | $1.48 million | â | $286,199 |
| 2022 | 456 | $1.76 million | $110,057 | $342,454 |
| 2023 | 486 | $2.62 million | $149,663 | $171,654 |
| 2024 | 636 | $3.68 million | $196,707 | $60,757 |
Advocates, Inc 401(k) Contact Information
Questions about the Advocates, Inc 401(k)
Does Advocates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $196,707, 24% of all contributions.
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?
636 participants at the start of plan year 2024, 664 of them active employees, and 16 former employees who still had money in the plan.
What is the average 401(k) balance at Advocates, Inc?
About $17,588 per account: $3.68 million in plan assets across 209 accounts with a balance at the end of plan year 2024.
Who manages the Advocates, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) 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 Principal 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.