· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCE MILLWORK, INC. — ADVANCE MILLWORK INC P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250807113942NAL0010813090001
ADVANCE MILLWORK, INC.
Form 5500-SF
FILING_RECEIVED
ADVANCE MILLWORK INC P/S PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
31
Plan assets (EOY)
$971K
Net assets (EOY)
$971K
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
ADVANCE MILLWORK, INC.
.
Find decision makers
Plan sponsor
Name
ADVANCE MILLWORK, INC.
EIN
37-0858912
Address
590 W FOREVERGREEN RD · NORTH LIBERTY, IA · 52317
Phone
(319) 626-6855
Industry
Manufacturing
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
2025-08-07
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
HERITAGE MILLWORKS LLC
HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST
$970K · 161 participants
TAYLOR & BOODY, INC DBA TAYLOR &
TAYLOR & BOODY ORGANBUILDERS PENSION PLAN
$974K · 14 participants
HARVEY PALLETS INC.
HARVEY PALLETS INC. 401(K) PLAN
$975K · 13 participants
BADGER CUSTOM PALLETS, INC.
BADGER CUSTOM PALLETS, INC. 401(K) PLAN AND TRUST
$968K · 56 participants
ARTESIA SAWDUST PRODUCTS INC
ARTESIA SAWDUST PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST
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.
$977K · 38 participants
SQUARE ONE TRUSS INC.
SQUARE ONE TRUSS INC. 401(K) PLAN
$978K · 26 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
