How big is Advantage Integration Technology, Inc.'s plan?

Advantage Integration Technology, Inc.'s plan reported $3.9M in assets and 96 participants for 2024.

Original filing (PDF)20251015105314NAL0009190338001

Advantage Integration Technology, Inc.

Name: Advantage Integration Technology, Inc. — Form 5500 Plan 001 (2024)
Creator: Advantage Integration Technology, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advantage Integration Technology, Inc. 401(k) Plan

401(k) retirement plan · Advantage Integration Technology, Inc.'s Advantage Integration Technology, Inc. 401(k) Plan held $3.9M in plan assets for 96 participants in 2024, with CPI Qualified Plan Consultants, Inc. as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond~89 bps in Sched C fees

Active participants

Accounts w/ balance

142

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Advantage Integration Technology, Inc.'s EIN is 20-2819998.

EIN 20-2819998

Plan number 001

Plan year 2024

ACK ID 20251015105314NAL0009190338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advantage Integration Technology, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advantage Integration Technology, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANTAGE INTEGRATION TECHNOLOGY, INC..

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

ADVANTAGE INTEGRATION TECHNOLOGY, INC.

EIN

all filings

Address

6817 NORTH ORANGE BLOSSOM TRAIL · ORLANDO, FL · 32810

Phone

(407) 816-9101

Industry

Electrical Contractors· Construction

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2E · Profit-sharing

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS, INC	48-1205033	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	74-2794194	—	ADVISOR	$19K	—

Investments

26 direct securities· $3.7M(95% of reported assets)

Mutual Funds

$2.0M

9 holdings

Other securities

$1.3M

13 holdings

Common Collective Trusts

$227K

1 holding

Stable Value

$99K

1 holding

Bonds / Notes

$56K

1 holding

U.S. Treasuries

$10K

1 holding

					% of plan
Vanguard Growth Index Mutual fund	Mutual Funds	—	—	$462K	11.8%
BlackRock LifePath Index 2055 Mutual fund	Other securities	—	—	$394K	10.1%
Vanguard Total Intl Stock Index Mutual fund	Mutual Funds	—	—	$312K	8.0%
Vanguard Value Index Mutual fund	Mutual Funds	—	—	$307K	7.8%
Vanguard Total Bond Market Index Mutual fund	Mutual Funds	—	—	$254K	6.5%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$227K	5.8%
BlackRock LifePath Index 2035 Mutual fund	Other securities	—	—	$199K	5.1%
Vanguard Mid-Cap Value Index Mutual fund	Mutual Funds	—	—	$185K	4.7%
BlackRock LifePath Index Retirement Mutual fund	Mutual Funds	—	—	$177K	4.5%
Vanguard Mid-Cap Growth Index Mutual fund	Mutual Funds	—	—	$160K	4.1%
Vanguard Small Cap Growth Index Mutual fund	Mutual Funds	—	—	$159K	4.1%
BlackRock LifePath Index 2040 Mutual fund	Other securities	—	—	$146K	3.7%
BlackRock LifePath Index 2050 Mutual fund	Other securities	—	—	$135K	3.4%
PGIM High Yield Mutual fund	Other securities	—	—	$120K	3.1%
BlackRock LifePath Index 2030 Mutual fund	Other securities	—	—	$102K	2.6%
BlackRock LifePath Index 2045 Mutual fund	Other securities	—	—	$101K	2.6%
CMFG Life Stable Value (A24) Stable value fund	Stable Value	—	—	$99K	2.5%
Participants loans 4.25% to 9.50% -	Bonds / Notes	—	—	$56K	1.4%
Columbia Mid Cap Index Mutual fund	Other securities	—	—	$55K	1.4%
BlackRock LifePath Index 2065 Mutual fund	Other securities	—	—	$44K	1.1%
BlackRock LifePath Index 2065 Mutual fund	Other securities	—	—	$29K	0.7%
Columbia US Treasury Index Mutual fund	U.S. Treasuries	—	—	$10K	0.3%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$2K	<0.1%
DFS Real Estate Securities Mutual fund	Other securities	—	—	$2K	<0.1%
PGIM Global Total Return Mutual fund	Other securities	—	—	$2K	<0.1%
JPMorgan Emerging Markets Equity Mutual fund	Other securities	—	—	$2K	<0.1%