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Original filing (PDF)20251015124133NAL0006110864001
ADVANTAGE CONTROLS LLC
Form 5500
FILING_RECEIVED
ADVANTAGE CONTROLS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
112
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target 2050 Fund Mutual Fund" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGE CONTROLS LLC.
Plan sponsor
Name
ADVANTAGE CONTROLS LLC
EIN
20-1066376
Address
4700 HAROLD ABITZ DRIVE · MUSKOGEE, OK · 74403
Phone
(918) 686-6211
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CCK STRATEGIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $25K | — |
Investments
25 direct securities · 1 pooled fund· $7.4M(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
$7.4M
25 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target 2050 Fund Mutual Fund | — | — | — | $2.0M | 26.5% | |
| Vanguard Target 2030 Fund Mutual Fund | — | — | — | $977K | 13.1% | |
| T Rowe Price Growth Stock-I Mutual Fund | — | — | — | $948K | 12.7% | |
| Vanguard Target 2040 Fund Mutual Fund | — | — | — | $813K | 10.9% | |
| Fidelity 500 Index Inst Prem Mutual Fund | — | — | — | $599K | 8.0% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $451K | 6.0% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $410K | 5.5% | |
| Vanguard S/C Growth Index-Adm Mutual Fund | — | — | — | $321K | 4.3% | |
| Vanguard Target 2020 Fund Mutual Fund | — | — | — | $267K | 3.6% | |
| Vanguard Target 2060 Fund Mutual Fund | — | — | — | $247K | 3.3% | |
| Notes receivable from participants Bearing interest at 5.25%-10.50% | — | — | — | $148K | 2.0% | |
| Amer EuroPacific Growth R6 Mutual Fund | — | — | — | $75K | 1.0% | |
| Cavanal Hill Gov Sec Money Market-Sel Money Market | — | — | — | $41K | 0.6% | |
| Cash Interest Bearing Cash | — | — | — | $24K | 0.3% | |
| Vanguard Infln Protect Sec Adm Mutual Fund | — | — | — | $21K | 0.3% | |
| Vanguard Target 2025 Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| Vanguard Target 2070 Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| American Beacon International Equity R6 Mutual Fund | — | — | — | $17K | 0.2% | |
| Amer Beacon Small Cap Value R6 Mutual Fund | — | — | — | $12K | 0.2% | |
| MFS Value R6 Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard Target 2065 Fund Mutual Fund | — | — | — | $8K | 0.1% | |
| Metropolitan West T/R Bd - P Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target 2045 Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Target 2035 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Target 2055 Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| MANAGED ALLOCATION PORTFOLIO POOLED BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
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