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Original filing (PDF)20250828132903NAL0018200400001
ADVANCED PROCESS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
68% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
126
Plan assets (EOY)
$63.8M
Net assets (EOY)
$61.0M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Unallocated – 204,000 shares" is 68% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED PROCESS TECHNOLOGIES, INC..
Plan sponsor
Name
ADVANCED PROCESS TECHNOLOGIES, INC.
EIN
42-1497050
Address
150 SWENDRA BOULEVARD · COKATO, MN · 55321
Phone
(320) 286-5060
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
LB CARSON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOULAY FINANCIAL ADVISORS LLC | 41-1994547 | — | FINANCIAL ADVISOR | $8K | — |
Investments
3 direct securities· $63.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Unallocated – 204,000 shares | — | — | $2.7M | $43.2M | 67.7% | |
| Allocated – 96,000 shares | — | — | $1.2M | $20.3M | 31.9% | |
| Village Bank & Trust, Charles Schwab Cash and cash equivalents, interest bearing | — | — | $281K | $281K | 0.4% |
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