Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Advanced Capital Group
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Advanced Capital Group is named as a service provider on the Schedule C of 39 retirement plans with 100 or more participants for plan year 2024, covering 72,101 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $54.88 per participant, with the middle half of plans between $12.66 and $104. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Minnesota (22), Kentucky (4) and North Dakota (4).
In 2009 it appeared on 17 such filings; in 2024, 39. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.66 | $54.88 | $104 |
| Compensation as a share of plan net assets | 0.01% | 0.04% | 0.12% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| CHS Inc. 401(k) Plan | CHS, Inc. | MN | 13,421 | $1.78B | $90K |
| Domino's Pizza 401(k) Savings Plan | Domino's Pizza LLC | MI | 10,714 | $461M | $17K |
| Cardinal Cash-In II Plan | Cardinal Glass Industries | MN | 9,890 | $677M | $35K |
| Arkema Inc. Employees' Retirement Savings (401(K)) Plan | Arkema Inc. | PA | 4,382 | $1.24B | $53K |
| Johnson Brothers 401(k) Plan | Johnson Brothers Liquor Company | MN | 4,292 | $337M | $30K |
| Waicu Retirement Readiness Plan | Wisconsin Association of Independent Colleges and Universities | WI | 4,130 | $418M | $50K |
| Triniplus Retirement Plan | Trinity Health | ND | 3,802 | $407M | $20K |
| Nexus Retirement Plan | Nexus Family Healing | MN | 2,228 | $53.9M | $27K |
| Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan | Anderson Trucking Service, Inc. | MN | 2,147 | $96.9M | $8,000 |
| Ucare 401(k) Retirement Savings Plan | Ucare Minnesota | MN | 2,100 | $150M | $223K |
| Musco Profit Sharing and Employee Savings Plan | Musco Corporation | IA | 1,801 | $344M | $51K |
| Toppan Merrill 401(k) Plan | Toppan Merrill LLC | MN | 1,725 | $461M | $38K |
| Fish & Richardson Profit Sharing - 401(k) Plan | Fish & Richardson P.C. | MN | 1,457 | $641M | $56K |
| Mankato Clinic, Ltd. 401(k) Profit Sharing Plan | Mankato Clinic Ltd. | MN | 1,198 | $236M | $51K |
| Rathje Companies 401(k) Plan | Rathje Enterprises, Inc. | IL | 903 | $76.1M | $106K |
| Northland Dealers Investment Group, Inc. 401(k) Retirement Plan | Northland Dealers Investment Group, Inc. | MN | 807 | $25.9M | $9,215 |
| Southern Star Investment Plan | Southern Star Central Gas Pipeline, Inc. | KY | 743 | $161M | $38K |
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, LLP | MN | 685 | $391M | $31K |
| Tekni-Plex, Inc. Pension Plan | Tekni-Plex, Inc. | PA | 578 | $16.0M | $33K |
| Activar, Inc. & Affiliated Companies Tax Deferred Savings Plan | Activar, Inc. | MN | 568 | $23.9M | $31K |
| International Dairy Queen, Inc. Retirement Savings Plan | International Dairy Queen, Inc. | MN | 545 | $95.3M | $44K |
| Arkema Inc. Retirement Savings (401(K)) Plan for Collectively Bargained Employees | Arkema Inc. | PA | 514 | $131M | $6,768 |
| Pec Solutions, LLC Profit Sharing and 401(k) Plan | Pec Solutions LLC | MN | 486 | $50.7M | $36K |
| Minn-Dak Farmers Cooperative Pension Plan | Minn-Dak Farmers Cooperative | ND | 369 | $36.1M | $20K |
| Southern Star Retirement Plan (Non-Union) | Southern Star Central Gas Pipeline, Inc. | KY | 315 | $54.1M | $32K |
| Minnesota Twins Pension Plan | Minnesota Twins, LLC | MN | 229 | $35.3M | $68K |
| Larkin,hoffman,daly & Lindgren, Ltd. Profit Sharing Plan and Trust | Larkin Hoffman Daly & Lindgren Ltd. | MN | 208 | $97.0M | $12K |
| Frost Brown Todd LLP Cash Balance Pension Plan | Frost Brown Todd LLP | KY | 205 | $32.7M | $44K |
| Bsa Family of Companies 401(k) Plan | Bsa Worldwide Holdings, LLC | MN | 181 | $12.7M | $6,500 |
| Collier Enterprises 401(k) Plan | Tarpon Blue Ce Management LLC | FL | 179 | $30.6M | $15K |
| Fish & Richardson Principals' Cash Balance Plan | Fish & Richardson, P.C. | MN | 165 | $154M | $56K |
| Perfection Learning Corporation 401(k) PS Plan & Trust | Perfection Learning Corporation | IA | 161 | $20.3M | $24K |
| First District Association Retirement Benefit Program for Union Employees | First District Association | MN | 160 | $9.7M | $24K |
| Nexen Group Inc. Retirement Savings Plan | Nexen Group Inc. | MN | 148 | $56.8M | $12K |
| Southern Star Retirement Plan (Union) | Southern Star Central Gas Pipeline, Inc. | KY | 144 | $13.1M | $7,745 |
| Nilan Johnson Lewis PA 401(k) Savings Plan | Nilan Johnson Lewis PA | MN | 138 | $51.9M | $20K |
| Agraria Insurance Company Pension Plan | Farmers Union Holding Company | ND | 136 | $10.2M | $13K |
| North Dakota Farmers Union Pension Plan | Farmers Educational & Coop Union of America North Dakota Division | ND | 136 | $12.9M | $17K |
| Rocco Altobelli, Inc. 401(k) Plan | Rocco Altobelli, Inc. | MN | 111 | $8.4M | $27K |
Questions and answers
How many plans does Advanced Capital Group serve?
39 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Advanced Capital Group?
The median plan reported $54.88 per participant in direct and indirect compensation (39 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (26 plans), Investment management (8 plans), Investment advisory (participants) (4 plans) and Accounting (including auditing) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.