Advancion Corporation's EIN is 36-3185557.
Download the official 2024 Form 5500 (PDF) for Advancion Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advancion Corporation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | SOUTHBOROUGH, MA | INVESTMENT MANAGEMENT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST STATE TRUST COMPANY | 13-3124172 | WILMINGTON, DE | TRUSTEE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Exchange Traded Funds Vanguard Extended Duration Treasury ETF | Mutual Funds | — | $6.4M | $3.8M | 36.0% | |
| PIMCO Stocks PLUS Long Duration Institutional | Mutual Funds | — | $2.3M | $1.9M | 17.8% | |
| PIMCO Long Term Credit Institutional | Mutual Funds | — | $1.8M | $1.4M | 13.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $901K | $920K | 8.7% | |
| Money Market Fund FDIC Bank Deposit Fund | Cash / Money Market | — | $705K | $705K | 6.7% | |
| Fidelity Contrafund | Mutual Funds | — | $403K | $500K | 4.8% | |
| American Century Equity Income Institutional | Mutual Funds | — | $480K | $478K | 4.5% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | $152K | $151K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | NONE | $5K | — |
