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Original filing (PDF)20251014100806NAL0003578880001
ADVANCED INTEGRATION TECHNOLOGY LP
Form 5500
FILING_RECEIVED
ADVANCED INTEGRATION TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
340
Accounts w/ balance
502
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED INTEGRATION TECHNOLOGY LP.
Plan sponsor
Name
ADVANCED INTEGRATION TECHNOLOGY LP
EIN
47-2414568
Address
2805 E. PLANO PARKWAY · SUITE 300 · PLANO, TX · 75074
Phone
(972) 423-8354
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
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)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BLAND GARVEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | CONSULTANT\ADVISOR | $49K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAND GARVEY, P.C. | 75-1854024 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
31 direct securities · 1 pooled fund· $54.1M(96% 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.
Uncategorized
$53.0M
31 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 K6 | — | — | — | $7.7M | 13.6% | |
| Fidelity Freedom 2065 K6 | — | — | — | $7.5M | 13.3% | |
| Fidelity Freedom Income K6 | — | — | — | $6.4M | 11.3% | |
| Fidelity Freedom 2070 K6 | — | — | — | $5.4M | 9.6% | |
| JPM US Small CO | — | — | — | $4.8M | 8.5% | |
| Loomis Core PL BD AMFS Intl Divrsn R3 | — | — | — | $4.2M | 7.4% | |
| Fidelity Fund | — | — | — | $3.3M | 5.9% | |
| MFS Value R3 | — | — | — | $2.5M | 4.4% | |
| Fidelity Freedom 2060 K6 | — | — | — | $2.1M | 3.7% | |
| Fidelity Freedom 2050 K6 | — | — | — | $1.9M | 3.4% | |
| Fidelity Freedom 2045 K6 | — | — | — | $1.1M | 2.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| Fidelity Small Cap Gr K6 | — | — | — | $949K | 1.7% | |
| Fidelity Freedom 2040 K6 | — | — | — | $796K | 1.4% | |
| Fidelity Intl Index | — | — | — | $707K | 1.3% | |
| Pioneer Stat Income | — | — | — | $548K | 1.0% | |
| Participant notes receivable | — | — | — | $525K | 0.9% | |
| MFS Mid Cap Value R4 | — | — | — | $463K | 0.8% | |
| Fidelity US Bond Index | — | — | — | $448K | 0.8% | |
| Fidelity Freedom 2035 K6 | — | — | — | $377K | 0.7% | |
| Vanguard Federal Money Market | — | — | — | $246K | 0.4% | |
| Fidelity Freedom 2030 K6 | — | — | — | $200K | 0.4% | |
| Fidelity Freedom 2025 K6 | — | — | — | $167K | 0.3% | |
| Fidelity Freedom 2015 K6 | — | — | — | $167K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $154K | 0.3% | |
| Fidelity Freedom 2020 K6 | — | — | — | $133K | 0.2% | |
| Self-Directed Brokerage Account | — | — | — | $85K | 0.2% | |
| Pioneer Fundamental Growth | — | — | — | $54K | <0.1% | |
| Fidelity Mid Cap Index | — | — | — | $5K | <0.1% | |
| Carillon E Mid Cap Growth I | — | — | — | $4K | <0.1% | |
| Fidelity 500 Index | — | — | — | $3K | <0.1% | |
| Fidelity Managed Income Portfolio | — | — | — | $599 | <0.1% |