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Original filing (PDF)20251014135826NAL0004154480001
ADVANCED COMPOSITES, INC.
Form 5500
FILING_RECEIVED
ADVANCED COMPOSITES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
491
Accounts w/ balance
839
Plan assets (EOY)
$53.2M
Net assets (EOY)
$53.2M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Large Cap Index Adm N/A" is 25% of plan.
- 73 bps in Schedule C fees — 357% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED COMPOSITES, INC..
Plan sponsor
Name
ADVANCED COMPOSITES, INC.
EIN
31-1178829
Address
1062 FOURTH AVE. S · SIDNEY, OH · 45365
Phone
(615) 369-1081
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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLANKENSHIP CPA GROUP, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $126K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $81K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $181K | — |
Investments
11 direct securities· $40.3M(76% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Adm N/A | — | — | — | $12.8M | 24.1% | |
| Group Annuity Contract * Empower Annuity Insurance Company of AmericaKey Guaranteed Portfolio Fund N/A | — | — | — | $7.4M | 13.9% | |
| Victory Capital Advisors Pioneer Bond R6 N/A | — | — | — | $4.1M | 7.7% | |
| Victory Capital Advisors Pioneer Fundamental Growth Fund R6 N/A | — | — | — | $4.0M | 7.5% | |
| Vanguard Small Cap Value Index Adm N/A | — | — | — | $2.7M | 5.1% | |
| Vanguard Small Cap Index Adm N/A | — | — | — | $2.6M | 5.0% | |
| Vanguard Mid Cap Index Fund Adm N/A | — | — | — | $2.5M | 4.7% | |
| Victory Capital Advisors Victory Sycamore Established Value R6 N/A | — | — | — | $2.0M | 3.8% | |
| Participant Notes Receivable * Notes Receivable From Participants Interest rates 4.25% to 9.50% $ - | — | — | — | $892K | 1.7% | |
| Registered Investment Companies T.Rowe Price T.Rowe Integr US SM-Cap Grwt Eqty I N/A | — | — | — | $737K | 1.4% | |
| American Funds American Funds American Balanced R6 N/A | — | — | — | $535K | 1.0% |
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