Civic Intelligence

ROLTA ADVIZEX TECHNOLOGIES, LLC

Plan context: Advizex Technologies LLC Retirement 401(K) Plan

EIN 37-1504931 • 16 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

279

2024 Assets

$35,557,166

2024 Contributions

$3,758,131

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$35,557,166$17,778,583$0201720212024YearValue
$35,557,166Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2791400201720212024YearValue
279Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242279$35,557,166$3,758,131$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-279$35,557,166$3,758,131$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
Advizex Technologies LLC Health & Welfare Plan-214---
20232257$29,126,901$3,390,615$13,193iApproximate average salary by contribution assumption: employee only about $329,826 at 4% or $219,884 at 6%; with 50% employer match about $219,884 at 4% or $146,589 at 6%; with 100% employer match about $164,913 at 4% or $109,942 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-257$29,126,901$3,390,615$13,193iApproximate average salary by contribution assumption: employee only about $329,826 at 4% or $219,884 at 6%; with 50% employer match about $219,884 at 4% or $146,589 at 6%; with 100% employer match about $164,913 at 4% or $109,942 at 6%.
Advizex Technologies LLC Health & Welfare Plan-206---
20222213$25,215,466$2,633,437$12,364iApproximate average salary by contribution assumption: employee only about $309,089 at 4% or $206,059 at 6%; with 50% employer match about $206,059 at 4% or $137,373 at 6%; with 100% employer match about $154,544 at 4% or $103,030 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-213$25,215,466$2,633,437$12,364iApproximate average salary by contribution assumption: employee only about $309,089 at 4% or $206,059 at 6%; with 50% employer match about $206,059 at 4% or $137,373 at 6%; with 100% employer match about $154,544 at 4% or $103,030 at 6%.
Advizex Technologies LLC Health & Welfare Plan-141---
20212190$28,950,593$2,149,473$11,313iApproximate average salary by contribution assumption: employee only about $282,825 at 4% or $188,550 at 6%; with 50% employer match about $188,550 at 4% or $125,700 at 6%; with 100% employer match about $141,413 at 4% or $94,275 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-190$28,950,593$2,149,473$11,313iApproximate average salary by contribution assumption: employee only about $282,825 at 4% or $188,550 at 6%; with 50% employer match about $188,550 at 4% or $125,700 at 6%; with 100% employer match about $141,413 at 4% or $94,275 at 6%.
Advizex Technologies LLC Health & Welfare Plan-177---
20202207$26,545,545$2,357,300$11,388iApproximate average salary by contribution assumption: employee only about $284,698 at 4% or $189,799 at 6%; with 50% employer match about $189,799 at 4% or $126,532 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-204$26,545,545$2,357,300$11,555iApproximate average salary by contribution assumption: employee only about $288,885 at 4% or $192,590 at 6%; with 50% employer match about $192,590 at 4% or $128,393 at 6%; with 100% employer match about $144,442 at 4% or $96,295 at 6%.
Advizex Technologies LLC Health & Welfare Plan-207---
20192218$24,653,345$2,647,232$12,143iApproximate average salary by contribution assumption: employee only about $303,582 at 4% or $202,388 at 6%; with 50% employer match about $202,388 at 4% or $134,925 at 6%; with 100% employer match about $151,791 at 4% or $101,194 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-211$24,653,345$2,647,232$12,546iApproximate average salary by contribution assumption: employee only about $313,653 at 4% or $209,102 at 6%; with 50% employer match about $209,102 at 4% or $139,401 at 6%; with 100% employer match about $156,827 at 4% or $104,551 at 6%.
Advizex Technologies LLC Health & Welfare Plan-218---
20182248$21,477,073$2,679,798$10,806iApproximate average salary by contribution assumption: employee only about $270,141 at 4% or $180,094 at 6%; with 50% employer match about $180,094 at 4% or $120,063 at 6%; with 100% employer match about $135,070 at 4% or $90,047 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-235$21,477,073$2,679,798$11,403iApproximate average salary by contribution assumption: employee only about $285,085 at 4% or $190,057 at 6%; with 50% employer match about $190,057 at 4% or $126,704 at 6%; with 100% employer match about $142,542 at 4% or $95,028 at 6%.
Advizex Technologies LLC Health & Welfare Plan-248---
20172260$22,192,436$65,651$253iApproximate average salary by contribution assumption: employee only about $6,313 at 4% or $4,208 at 6%; with 50% employer match about $4,208 at 4% or $2,806 at 6%; with 100% employer match about $3,156 at 4% or $2,104 at 6%.
Advizex Technologies LLC Retirement 401(K) Plan-260$22,192,436$65,651$253iApproximate average salary by contribution assumption: employee only about $6,313 at 4% or $4,208 at 6%; with 50% employer match about $4,208 at 4% or $2,806 at 6%; with 100% employer match about $3,156 at 4% or $2,104 at 6%.
Advizex Technologies LLC Health & Welfare Plan-253---