Original filing (PDF)20250908125111NAL0032477584001

ADVANCED PROGRAMS, INC.

Name: ADVANCED PROGRAMS, INC. — ADVANCED PROGRAMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ADVANCED PROGRAMS, INC.

Form 5500

FILING_RECEIVED

ADVANCED PROGRAMS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

146

Accounts w/ balance

131

Plan assets (EOY)

$32.6M

Net assets (EOY)

$32.6M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

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 PROGRAMS, INC..

Plan sponsor

Name

ADVANCED PROGRAMS, INC.

EIN

11-3038245

Address

7125 RIVERWOOD DR. · COLUMBIA, MD · 21046

Phone

(410) 312-5800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MCLEAN, KOEHLER, SPARKS AND HAMMOND

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$40K	—

Investments

41 direct securities· $32.4M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
89,215.477 Fidelity Select Technology	—	—	—	$3.3M	10.1%
2,952,180.690 Fidelity Retirement Government MM	—	—	—	$3.0M	9.0%
170,741.703 Fidelity Freedom 2020	—	—	—	$2.5M	7.5%
77,853.443 Fidelity Balanced	—	—	—	$2.3M	7.1%
139,819.556 Fidelity Freedom 2025	—	—	—	$1.9M	5.8%
105,736.461 Fidelity Freedom 2030	—	—	—	$1.9M	5.7%
104,431.150 Fidelity Freedom 2035	—	—	—	$1.6M	5.0%
9,250.173 Fidelity Total Market Index	—	—	—	$1.5M	4.6%
43,754.686 Fidelity Select Healthcare	—	—	—	$1.2M	3.7%
26,674.896 Fidelity Capital Appreciation	—	—	—	$1.1M	3.4%
67,748.820 Fidelity Value	—	—	—	$921K	2.8%
62,135.167 Fidelity Freedom 2050	—	—	—	$848K	2.6%
12,518.562 Fidelity Disciplined Equity	—	—	—	$840K	2.6%
34,155.386 Fidelity Select Gold	—	—	—	$840K	2.6%
14,670.223 Fidelity Large Cap Stock	—	—	—	$800K	2.5%
82,453.613 Fidelity Total Bond	—	—	—	$775K	2.4%
72,115.959 Fidelity Capital & Income	—	—	—	$732K	2.2%
19,332.016 Fidelity Value Discovery	—	—	—	$699K	2.1%
24,064.843 Fidelity Stock Selector Large Cap Value	—	—	—	$656K	2.0%
10,949.799 Fidelity International Discovery	—	—	—	$525K	1.6%
32,966.912 Fidelity Freedom 2010	—	—	—	$459K	1.4%
19,367.404 Fidelity Small Cap Value	—	—	—	$394K	1.2%
3,136.119 Fidelity Select Utilities	—	—	—	$379K	1.2%
7,647.592 Fidelity Stock Selector Mid Cap	—	—	—	$345K	1.1%
23,631.269 Royce Small Cap Opportunity	—	—	—	$332K	1.0%
7,419.503 Fidelity Emerging Markets	—	—	—	$283K	0.9%
24,398.684 Fidelity Freedom 2040	—	—	—	$282K	0.9%
5,928.817 Fidelity International Index	—	—	—	$282K	0.9%
6,930.861 Fidelity Stock Selector Small Cap	—	—	—	$258K	0.8%
15,210.542 Fidelity Freedom 2055	—	—	—	$240K	0.7%
17,618.010 Fidelity Freedom 2045	—	—	—	$237K	0.7%
2,314.274 Fidelity Select Consumer Staples	—	—	—	$208K	0.6%
20,530.378 Fidelity GNMA	—	—	—	$205K	0.6%
4,462.400 Fidelity Real Estate Investment	—	—	—	$172K	0.5%
2,974.025 Fidelity Select Energy	—	—	—	$169K	0.5%
2,512.160 Fidelity Select Banking	—	—	—	$78K	0.2%
4,891.258 Fidelity Freedom 2060	—	—	—	$71K	0.2%
1,964.601 Carillon Scout Mid Cap	—	—	—	$46K	0.1%
3,837.154 Fidelity Freedom Income	—	—	—	$40K	0.1%
2,700.878 Fidelity Freedom 2065	—	—	—	$36K	0.1%
2,653.356 Fidelity Freedom 2015	—	—	—	$30K	<0.1%