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Original filing (PDF)20250926140644NAL0009473153001

ADVANCED STIMULATION TECHNOLOGIES,

Form 5500
FILING_RECEIVED
ADVANCED STIMULATIONS TECHNOLOGIES, INC. SPIN-OFF TERMINATION PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
31 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • 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 STIMULATION TECHNOLOGIES,.
Plan sponsor
Name
ADVANCED STIMULATION TECHNOLOGIES,
EIN
26-0875368
Address
6100 EAST I-20 · MIDLAND, TX · 79706
Phone
(817) 339-3583
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-23
Tax period
2025-02-05
Filed
2025-09-26
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
TEMPLETON & COMPANY
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA FINANCIAL LIFE INS CO36-6071399RECORDKEEPER$22K
PLAN PROFESSIONALS, LLC DBA NPPG85-3213245RECORDKEEPER$13K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
OSAIC WEALTH, INC93-0987232INVESTMENT ADVISORY$5K
ONE DIGITAL INVESTMENT ADVISORS43-1451524INVESTMENT ADVISORY$1K

Investments

31 pooled funds· $0

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.

InvestmentTypeCurrent value% of plan
PIMCO INC RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668
Pooled Separate Account
$0
AMERICAN FUNDS NEW WORLD RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625
Pooled Separate Account
$0
MFS MD CAP VAL RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709
Pooled Separate Account
$0
TRANSAMERICA PRTNRS STCK INDX RET A
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139
Pooled Separate Account
$0
STATE STEET PRTN SERIES WITH TA CON
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503
Pooled Separate Account
$0
FRANKLIN SMALL CAP VALUE RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945
Pooled Separate Account
$0
NEUBERGER BERMAN STRATGC INCOME RET
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952
Pooled Separate Account
$0
BLACKROCK MID-CAP GROWTH EQUITY RET
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098
Pooled Separate Account
$0
MFS VALUE RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 710
Pooled Separate Account
$0
FIDELITY ADVISOR TOTAL BOND RET ACC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203
Pooled Separate Account
$0
BLACKROCK SUSTAINABLE ADV LG CAP CO
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 368
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2065 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403
Pooled Separate Account
$0
VOYA SMALL CAP GROWTH RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 475
Pooled Separate Account
$0
STATE STREET RUSSELL SM CAP INDEX R
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437
Pooled Separate Account
$0
STATE STREET S&P MD CAP INDX RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL RET WITH BLAC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2025 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2030 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2035 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2040 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2045 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2050 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2055 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841
Pooled Separate Account
$0
TRANSAMERICA LIFEGOAL 2060 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842
Pooled Separate Account
$0
CLEARBRIDGE SM CAP GR RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380
Pooled Separate Account
$0
TA VANGUARD REIT INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130
Pooled Separate Account
$0
AMERICAN FUNDS BLNCD RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971
Pooled Separate Account
$0
AMERICAN FUNDS NEW PERSPECTIVE RET
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255
Pooled Separate Account
$0
JPMORGAN LRG CAP GR RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580
Pooled Separate Account
$0
JPMORGAN U.S. EQUITY RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334
Pooled Separate Account
$0
FIDELITY ADVISOR INTL CAP APPRECIAT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 202
Pooled Separate Account
$0

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