· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCED EQUIPMENT COMPANY — ADVANCED EQUIPMENT COMPANY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250623075641NAL0006117297001
ADVANCED EQUIPMENT COMPANY
Form 5500-SF
FILING_RECEIVED
ADVANCED EQUIPMENT COMPANY RETIREMENT PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
14
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCED EQUIPMENT COMPANY
.
Find decision makers
Plan sponsor
Name
ADVANCED EQUIPMENT COMPANY
EIN
56-0705271
Address
1408 CENTER PARK DRIVE · CHARLOTTE, NC · 28217
Phone
(704) 527-3141
Industry
Wholesale Trade
see 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
2025-06-23
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
OSPREY CORPORATION
OSPREY 401(K) SAVINGS PLAN
$4.7M · 43 participants
MATSUI AMERICA, INC.
MATSUI AMERICA, INC. 401(K) PLAN
$4.7M · 31 participants
ELECTROMATIC EQUIPMENT CO. INC.
ELECTROMATIC EQUIPMENT CO INC 401(K) PLAN
$4.7M · 8 participants
EXCELLED CUSTOM TUBING MFG, INC.
ECT MANUFACTURING 401(K) PROFIT SHARING PLAN
$4.7M · 10 participants
CHICAGOLAND EQUIPMENT & SUPPLY ,LLC
CHICAGOLAND EQUIPMENT & SUPPLY, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 187 participants
HAVER & BOECKER USA, INC.
HAVER & BOECKER USA, INC. 401(K) PLAN
$4.6M · 74 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
