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Original filing (PDF)20250924131105NAL0007586753001
ADVANCED FILTRATION SYSTEMS, INC
Form 5500
FILING_RECEIVED
AFSI EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
258
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED FILTRATION SYSTEMS, INC.
Plan sponsor
Name
ADVANCED FILTRATION SYSTEMS, INC
EIN
37-1201637
Address
3206 FARBER DRIVE · CHAMPAIGN, IL · 61822
Phone
(217) 351-3073
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $64K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $1 | — |
Investments
28 direct securities · 1 pooled fund· $29.1M(98% 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
$27.9M
27 holdings
Common Collective Trust
$763K
1 holding
Uncategorized
$410K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $6.3M | 21.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $4.3M | 14.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $2.2M | 7.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $2.2M | 7.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $2.0M | 6.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.4M | 4.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.4M | 4.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 4.3% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.2M | 4.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $763K | 2.6% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $750K | 2.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $673K | 2.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $658K | 2.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $507K | 1.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $498K | 1.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $426K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $419K | 1.4% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $410K | 1.4% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $385K | 1.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $344K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $329K | 1.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $305K | 1.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $277K | 0.9% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $83K | 0.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $32K | 0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $30K | 0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $8K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $6K | <0.1% |
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