· 2022–2024 · DOL EFAST2

ADVANCED MECHANICAL SYSTEMS, LLC — ADVANCED MECHANICAL SYSTEMS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250314155109NAL0011950451001

ADVANCED MECHANICAL SYSTEMS, LLC

Form 5500-SF

FILING_RECEIVED

ADVANCED MECHANICAL SYSTEMS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

11

Accounts w/ balance

4

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

Plan health score

87

/ 100

Grade A

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

54

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED MECHANICAL SYSTEMS, LLC.

Plan sponsor

Name

ADVANCED MECHANICAL SYSTEMS, LLC

EIN

46-3537906

Address

11903 WEST SAMPLE ROAD · CORAL SPRINGS, FL · 33065

Phone

(954) 757-1997

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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