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Original filing (PDF)20251010084518NAL0012668320001
ADVANCED CONVERSION TECHNOLOGY, INC
Form 5500
FILING_RECEIVED
ADVANCED CONVERSION TECHNOLOGY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
181
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED CONVERSION TECHNOLOGY, INC.
Plan sponsor
Name
ADVANCED CONVERSION TECHNOLOGY, INC
EIN
23-2186457
Address
2001 FULLING MILL ROAD · MIDDLETOWN, PA · 170570070
Phone
(717) 939-2300
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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $62K | — |
Investments
19 direct securities· $14.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Fund Mutual Funds | — | — | — | $3.0M | 19.3% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $1.9M | 12.6% | |
| T. Rowe Price Retirement 2040 R Mutual Funds | — | — | — | $1.6M | 10.3% | |
| Vanguard Primecap Inv Mutual Funds | — | — | — | $1.5M | 9.7% | |
| T. Rowe Price Retirement 2030 R Mutual Funds | — | — | — | $1.3M | 8.4% | |
| Vanguard Mid-Cap Index FD Adm Mutual Funds | — | — | — | $1.0M | 6.6% | |
| Vanguard U.S. Growth Fd Adm Mutual Funds | — | — | — | $838K | 5.5% | |
| Prudential Total Return Bond Fd CI R6 Mutual Funds | — | — | — | $830K | 5.4% | |
| Vanguard Small Cap Index FD Adm Mutual Funds | — | — | — | $690K | 4.5% | |
| T. Rowe Price Retirement 2020 R Mutual Funds | — | — | — | $548K | 3.6% | |
| Goldman Sachs Financial Square Govt. Money Market | — | — | — | $381K | 2.5% | |
| T. Rowe Price Retirement 2060 R Mutual Funds | — | — | — | $366K | 2.4% | |
| T. Rowe Price Retirement 2050 R Mutual Funds | — | — | — | $295K | 1.9% | |
| MFS International Diversification R3 Mutual Funds | — | — | — | $276K | 1.8% | |
| MFS Value Fund A Mutual Funds | — | — | — | $268K | 1.7% | |
| T. Rowe Price Retirement 2010 R Mutual Funds | — | — | — | $33K | 0.2% | |
| T. Rowe Price Retirement Balanced-R Mutual Funds | — | — | — | $31K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual Funds | — | — | — | $21K | 0.1% | |
| Goldman Sachs Financial Square Treasury Inst Money Market | — | — | — | $6K | <0.1% |