· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCED APPLIANCE SERVICE — ADVANCED APPLIANCE SERVICE RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728133806NAL0000821843002
ADVANCED APPLIANCE SERVICE
Form 5500-SF
FILING_RECEIVED
ADVANCED APPLIANCE SERVICE RETIREMENT TRUST
401(k) retirement plan
Active participants
35
Accounts w/ balance
48
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCED APPLIANCE SERVICE
.
Find decision makers
Plan sponsor
Name
ADVANCED APPLIANCE SERVICE
EIN
27-1555740
Address
4122 SOUTH NEW HOPE ROAD · GASTONIA, NC · 28056
Phone
(704) 824-1077
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
2025-07-28
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
PEGATRON TECHNOLOGY SERVICE, INC
PEGATRON TECHNOLOGY SERVICE, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 125 participants
INSTRUMENT PIPING TECHNOLOGIES, LLC
INSTRUMENT PIPING TECHNOLOGIES, LLC 401(K) PLAN
$2.5M · 9 participants
BEST WEIGH SCALE CO. INC.
BEST WEIGH SCALE . INC. RETIREMENT PLAN
$2.5M · 16 participants
ELECTRONIKA FOR INDUSTRY, INC.
ELECTRONIKA FOR INDUSTRY, INC. PROFIT SHARING PLAN
$2.5M · 3 participants
COPY FAX DBA VIRGINIA GRAPHIC SYSTEMS, INC.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COPY FAX DBA VIRGINIA GRAPHICS SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 26 participants
ROBERT CASSIDY CORPORATION D/B/A RC SERVICE
LYME MC JEW 401(K) PROFIT SHARING PLAN
$2.4M · 15 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
