Employers › Advance America Cash Advance Centers
Recordkeeping fees per participant · Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan · plan year 2024
$44.38
Higher than 34% of the 14,075 plans $10 to 50M that report it.
= $103,185 / 2,325
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923090935NAL0002475811001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090935NAL0002475811001, received 2025-09-23
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-23.
Administrative expenses excluding investment management, per participant
$56.98
Higher than 28% of the 24,371 plans $10 to 50M that report it.
= $132,485 / 2,325
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923090935NAL0002475811001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090935NAL0002475811001, received 2025-09-23
Administrative expenses per participant
$66.41
Higher than 20% of the 25,098 plans $10 to 50M that report it.
= $154,398 / 2,325
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090935NAL0002475811001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090935NAL0002475811001, received 2025-09-23
Administrative expenses as a share of assets
0.389%
Higher than 67% of the 25,132 plans $10 to 50M that report it.
= $154,398 / $39,707,411
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090935NAL0002475811001, received 2025-09-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923090935NAL0002475811001, received 2025-09-23
Employer contributions per participant
$588
Higher than 8% of the 24,050 plans $10 to 50M that report it.
= $1,368,223 / 2,325
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090935NAL0002475811001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090935NAL0002475811001, received 2025-09-23
Employer share of total contributions
19.9%
Higher than 24% of the 24,084 plans $10 to 50M that report it.
= $1,368,223 / $6,881,567
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090935NAL0002475811001, received 2025-09-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923090935NAL0002475811001, received 2025-09-23
Plan terms are described in Advance America, Cash Advance Centers, Inc.'s SEC filings: Form 10-K filed 2012-03-15. No term could be quoted from them with the required precision.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 3D IRS pre-approved plan · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250923090935NAL0002475811001, received 2025-09-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADVANCE AMERICA CASH ADVANCE CENTERS INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Plan name | ADVANCE AMERICA, CASH ADVANCE CENTERS, INC. RETIREMENT SAVINGS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Sponsor EIN / plan number | 58-2332639 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Sponsor location | GREENVILLE, SC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Industry (business code) | 522291, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Filing received | 2025-09-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Participants, beginning of year | 2,883 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Active participants | 2,506 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Participants, end of year | 3,161 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Participants with an account balance | 2,325 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total assets, beginning of year | $34,270,992 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total assets, end of year | $39,707,411 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Net assets, end of year | $39,707,411 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total income | $12,156,617 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Net income | $5,436,419 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Employer contributions | $1,368,223 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Participant contributions | $5,351,782 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Other contributions (incl. rollovers) | $161,562 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total contributions | $6,881,567 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Benefit payments | $6,530,625 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total expenses (incl. benefit payments) | $6,720,198 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Total administrative expenses | $154,398 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Recordkeeping fees | $103,185 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| IQPA audit fees | $21,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Investment advisory and management fees | $21,913 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Administrative expenses excluding investment management | $132,485 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Held in mutual funds | $37,019,966 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250923090935NAL0002475811001, received 2025-09-23 |
| Independent auditor | ELLIOTT DAVIS, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250923090935NAL0002475811001, received 2025-09-23 |
Position = column in the DOL layout for form year 2024. Filing 20250923090935NAL0002475811001, received 2025-09-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $103,185 | yes |
| ELLIOTT DAVIS LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $21,000 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $12,853 | no |
| CBIZ FINANCIAL SOLUTIONS INC | ADVISOR | 27 Investment advisory (plan) | $9,060 | no |
| BDO | CONSULTANT | 16 Consulting (general) | $8,300 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250923090935NAL0002475811001, received 2025-09-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $34,270,992 | $39,707,411 | 15.9% |
| Participants with a balance | 1,951 | 2,325 | 19.2% |
| Administrative expenses | $66,746 | $154,398 | 131.3% |
| Recordkeeping fees per participant | $29.17 | $44.38 | 52.1% |
| Employer contributions | $1,174,534 | $1,368,223 | 16.5% |
Prior filing 20241003123722NAL0010549617001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: ADVANCE AMERICA CASH ADVANCE CENTERS INC; SEC registrant: Advance America, Cash Advance Centers, Inc. (CIK 1299704, matched by EIN).