Original filing (PDF)20241230092143NAL0028619552001

ADVANCED AUTOMATIONS

Name: ADVANCED AUTOMATIONS — ADVANCED AUTOMATIONS CBS BENEFIT PLAN, Form 5500 (2023)
Creator: ADVANCED AUTOMATIONS

Form 5500-SF

FILING_RECEIVED

ADVANCED AUTOMATIONS CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED AUTOMATIONS.

Plan sponsor

Name

ADVANCED AUTOMATIONS

EIN

46-3373033

Address

6907 DEEP SPRING COURT · LOUISVILLE, KY · 402281665

Phone

(502) 262-9404

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

ALLIANCE TRANSPORTATION GROUP, INC.

ALLIANCE TRANSPORTATION GROUP 401(K) PLAN

RAJAPPAN & MEYER CONSULTING ENGINEERS, INC.

RAJAPPAN & MEYER CONSULTING ENGINEERS, INC. 401(K) PLAN

O'DELL ENGINEERING, INC.

O'DELL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

FIREHUD

SLATESAFETY 401(K) PLAN

BTR ENGINEERING, LLC

BTR ENGINEERING, LLC PROFIT SHARING/401(K) PLAN AND TRUST