Original filing (PDF)20241014123303NAL0027278145001

ADVANTAGE MANAGEMENT CORPORATION

Name: ADVANTAGE MANAGEMENT CORPORATION — THE PROFIT SHARING PLUS PLAN (THE PLAN) OF ADVANTAGE MANAGEMENT CORPORATION, Form 5500 (2023)
Creator: ADVANTAGE MANAGEMENT CORPORATION

Form 5500

FILING_RECEIVED

THE PROFIT SHARING PLUS PLAN (THE PLAN) OF ADVANTAGE MANAGEMENT CORPORATION

401(k) retirement plan

Active participants

1,332

Accounts w/ balance

671

Plan assets (EOY)

$54.6M

Net assets (EOY)

$54.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGE MANAGEMENT CORPORATION.

Plan sponsor

Name

ADVANTAGE MANAGEMENT CORPORATION

EIN

41-1679714

Address

800 LONE OAK RD. · EAGAN, MN · 55121

Phone

(651) 688-2000

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$5K	—

Investments

1 pooled fund· $209K(0% 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.