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Original filing (PDF)20251010094748NAL0007888545001
ADVANCED RESOURCE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ADVANCED RESOURCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
65
Accounts w/ balance
123
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED RESOURCE TECHNOLOGIES, INC..
Plan sponsor
Name
ADVANCED RESOURCE TECHNOLOGIES, INC.
EIN
52-1499259
Address
1650 KING STREET SUITE 350 · ALEXANDRIA, VA · 22314
Phone
(703) 682-4740
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
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Investments
18 direct securities· $13.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $3.3M | 24.3% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund NR | — | — | — | $2.4M | 17.8% | |
| Empower Investments Fixed Account - Series Class II Guaranteed Investment Contract NR | — | — | — | $1.1M | 7.9% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund NR | — | — | — | $945K | 7.0% | |
| American Century Disciplined Core Value Fund Mutual Fund NR | — | — | — | $933K | 7.0% | |
| Western Asset Core Plus Bond Fund Mutual Fund NR | — | — | — | $648K | 4.8% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund NR | — | — | — | $647K | 4.8% | |
| Invesco Equity & Income Fund Mutual Fund NR | — | — | — | $571K | 4.3% | |
| MFS Massachusetts Investors Growth Stock Fund Mutual Fund NR | — | — | — | $526K | 3.9% | |
| Templeton Growth Fund Mutual Fund NR | — | — | — | $487K | 3.6% | |
| Putnam Core Equity Fund Mutual Fund NR | — | — | — | $475K | 3.5% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund NR | — | — | — | $390K | 2.9% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund NR | — | — | — | $377K | 2.8% | |
| BNY Mellon Opportunistic Midcap Value Fund Mutual Fund NR | — | — | — | $294K | 2.2% | |
| American Century Small Cap Value Fund Mutual Fund NR | — | — | — | $265K | 2.0% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund NR | — | — | — | $75K | 0.6% | |
| PIMCO Total Return Fund Mutual Fund NR | — | — | — | $34K | 0.3% | |
| Various, bearing interest from * Participant loans 4.25% to 8.75% - | — | — | — | $31K | 0.2% |
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