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Original filing (PDF)20250904053521NAL0015998801001
ADVANCE ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
ADVANCE ENGINEERING COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
84
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCE ENGINEERING COMPANY.
Plan sponsor
Name
ADVANCE ENGINEERING COMPANY
EIN
30-0265502
Address
7505 BARON DRIVE · CANTON, MI · 48187
Phone
(313) 537-3500
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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT | $14K | — |
Investments
24 direct securities · 1 pooled fund· $4.7M(99% 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.
Registered Investment Companies
$3.8M
24 holdings
Common Collective Trust
$974K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INV STABLE VALUE RETIREMENT 4 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $974K | 20.4% | |
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $491K | 10.3% | |
| AMERICAN FNDS FUNDAMENT INV R4 | Registered Investment Companies | — | — | $374K | 7.9% | |
| JPMORGAN SMRTMN BL 2035 R3 | Registered Investment Companies | — | — | $308K | 6.4% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $247K | 5.2% | |
| JPMORGAN SRTMN BL 2030 R3 | Registered Investment Companies | — | — | $233K | 4.9% | |
| COLUMBIA LG CAP IDX A | Registered Investment Companies | — | — | $225K | 4.7% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $219K | 4.6% | |
| JPMORGAN SRTMN BL 2050 R3 | Registered Investment Companies | — | — | $204K | 4.3% | |
| VICTORY RS MID CAP GROWTH A | Registered Investment Companies | — | — | $189K | 4.0% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $171K | 3.6% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $158K | 3.3% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $157K | 3.3% | |
| JPMORGAN SRTMN BL 2040 R3 | Registered Investment Companies | — | — | $147K | 3.1% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $142K | 3.0% | |
| JPMORGAN SRTMN BL 2045 R3 | Registered Investment Companies | — | — | $140K | 2.9% | |
| JPMORGAN SRTMN BL 2055 R3 | Registered Investment Companies | — | — | $118K | 2.5% | |
| JPMORGAN SRTMN BL 2025 R3 | Registered Investment Companies | — | — | $106K | 2.2% | |
| JPMORGAN SMRTMN BL INC R3 | Registered Investment Companies | — | — | $81K | 1.7% | |
| JPM GVNMT BD FD R3 | Registered Investment Companies | — | — | $22K | 0.5% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $21K | 0.4% | |
| JPMORGAN SMRTMN BL 2060 R3 | Registered Investment Companies | — | — | $10K | 0.2% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $4K | <0.1% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPMORGAN SRTMN BL 2020 R3 | Registered Investment Companies | — | — | $1K | <0.1% |
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