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Original filing (PDF)20251015101808NAL0002133091001
ADVANCED INSTRUMENTS, LLC
Form 5500
FILING_RECEIVED
ADVANCED INSTRUMENTS, LLC SAVING AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
217
Accounts w/ balance
306
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED INSTRUMENTS, LLC.
Plan sponsor
Name
ADVANCED INSTRUMENTS, LLC
EIN
04-2187801
Address
2 TECHNOLOGY WAY · NORWOOD, MA · 02062
Phone
(781) 320-9000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $47K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
13 direct securities · 1 pooled fund· $37.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$36.2M
13 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund " | — | — | — | $7.7M | 20.3% | |
| Fidelity 500 Index Fund " | — | — | — | $7.2M | 19.0% | |
| American Funds The Growth Fund of America Class R-5E " | — | — | — | $4.1M | 10.8% | |
| American Funds Europacific Grade R2 " | — | — | — | $2.8M | 7.4% | |
| John Hancock Funds Strategic Income Opportunities Fund " | — | — | — | $2.6M | 6.8% | |
| PIMCO Total Return Fund Institutional Class " | — | — | — | $2.4M | 6.2% | |
| American Funds Washington Mutual Fund " | — | — | — | $2.3M | 6.0% | |
| Fidelity International Index Fund " | — | — | — | $1.9M | 5.1% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.6M | 4.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $1.4M | 3.6% | |
| Janus Henderson Enterprise Fund Class I " | — | — | — | $1.0M | 2.7% | |
| Invesco Developing Markets Fund Class A " | — | — | — | $624K | 1.6% | |
| American Funds Investment Company of America Class R-5E Mutual fund | — | — | — | $435K | 1.1% |