Back to filter
Original filing (PDF)20250721153819NAL0002172624001
ADVANCED INDUSTRIAL SERVICES, INC.
Form 5500
FILING_RECEIVED
ADVANCED INDUSTRIAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
167
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED INDUSTRIAL SERVICES, INC..
Plan sponsor
Name
ADVANCED INDUSTRIAL SERVICES, INC.
EIN
23-2308981
Address
3250 SUSQUEHANNA TRAIL NORTH · YORK, PA · 174069754
Phone
(717) 764-9811
Industry
Constructionsee 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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | — | HARRISBURG, PA | CONTRACT ADMIN | $9K | — |
Investments
27 direct securities · 1 pooled fund· $13.0M(100% 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
$12.6M
27 holdings
Common Collective Trust
$383K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $1.1M | 8.7% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $1.1M | 8.5% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $1.1M | 8.3% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $924K | 7.1% | |
| Vanguard Total Stock MRK Index - Admiral Mutual Fund | — | — | — | $900K | 6.9% | |
| Invesco Comstock R6 Mutual Fund | — | — | — | $820K | 6.3% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $812K | 6.3% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $809K | 6.2% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $698K | 5.4% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $683K | 5.3% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $676K | 5.2% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $407K | 3.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $383K | 3.0% | |
| American Funds Capital World G/I R6 Mutual Fund | — | — | — | $376K | 2.9% | |
| JPMorgan Core Plus Bond R6 Mutual Fund | — | — | — | $311K | 2.4% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $262K | 2.0% | |
| Participant loans Rate: 4.25% - 9.50% | — | — | — | $256K | 2.0% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $250K | 1.9% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $228K | 1.8% | |
| Pimco Income Instl Mutual Fund | — | — | — | $218K | 1.7% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $211K | 1.6% | |
| Allspring Special Mid Cap Value Inst Mutual Fund | — | — | — | $181K | 1.4% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $93K | 0.7% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $87K | 0.7% | |
| DFA Emerging Markets Core Equity Mutual Fund | — | — | — | $51K | 0.4% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $14K | 0.1% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $6K | <0.1% | |
| Nuveen International Equity Index R6 Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Construction plans
DIGGING & RIGGING, INC.
DIGGING & RIGGING 401(K) PROFIT SHARING PLAN
$13.0M · 187 participants
TRANSEL ELEVATOR & ELECTRIC, INC
TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN
$13.0M · 85 participants
CALIFORNIA ERECTORS, INC.
CALIFORNIA ERECTORS, INC. 401(K) PROFIT SHARING PLAN
$12.9M · 10 participants
R & F METALS, INC.
R & F METALS, INC 401(K) PLAN
$13.0M · 106 participants
NORTHEAST INTERIOR SYSTEMS, INC.
NORTHEAST INTERIOR SYSTEMS, INC. 401(K) PLAN
$12.9M · 90 participants
A.H. CORNELL & SON, INC.
A.H. CORNELL & SON, INC. 401(K) SAVINGS PLAN
$13.0M · 61 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B