How big is Advanced Equipment Company's plan?

Advanced Equipment Company's plan reported $4.7M in assets and 12 participants for 2024.

Original filing (PDF)20250623075641NAL0006117297001

Advanced Equipment Company

Name: Advanced Equipment Company — Advanced Equipment, Form 5500 (2024)
Creator: Advanced Equipment Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Equipment Company Retirement Plan

401(k) retirement plan · Advanced Equipment Company's Advanced Equipment Company Retirement Plan held $4.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Derek Helton signed Advanced Equipment Company's 2024 Form 5500 as plan administrator.

Derek Helton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Equipment Company's EIN is 56-0705271.

EIN 56-0705271

Plan number 001

Plan year 2024

ACK ID 20250623075641NAL0006117297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Equipment Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Equipment Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED EQUIPMENT COMPANY.

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Plan health score

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

Vendor & structure

100

Helping the score