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Original filing (PDF)20250819110312NAL0002156641001
ADVANCED COOLING TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
272
Accounts w/ balance
289
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED COOLING TECHNOLOGIES, INC..
Plan sponsor
Name
ADVANCED COOLING TECHNOLOGIES, INC.
EIN
57-1146896
Address
1046 NEW HOLLAND AVENUE · LANCASTER, PA · 17601
Phone
(717) 295-6061
Industry
Manufacturingsee 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
2025-08-19
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $37K | — |
Investments
19 direct securities · 11 pooled funds· $16.4M(100% 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.
Common Collective Trust
$14.3M
11 holdings
Uncategorized
$2.1M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.5M | 21.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.1M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.9M | 11.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.7M | 10.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.5M | 8.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| Registered Investment Companies JPMorgan Large Cap Growth R6 | — | — | — | $553K | 3.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $497K | 3.0% | |
| Fidelity 500 Index | — | — | — | $472K | 2.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $443K | 2.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $294K | 1.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $213K | 1.3% | |
| Participant Loans 3.49% to 9.50% | — | — | — | $176K | 1.1% | |
| Fidelity International Index | — | — | — | $152K | 0.9% | |
| Fidelity Mid Cap Index | — | — | — | $137K | 0.8% | |
| American Funds American Funds American Balanced R6 | — | — | — | $130K | 0.8% | |
| Virtus Investment Virtus Kar Mid Cap Core R6 | — | — | — | $89K | 0.5% | |
| Fidelity Small Cap Growth K6 | — | — | — | $78K | 0.5% | |
| MFS Investment Management MFS International Growth R6 | — | — | — | $68K | 0.4% | |
| Victory Capital Victory Core Plus Intermediate Bond R6 | — | — | — | $63K | 0.4% | |
| Investment Contract with Insurance Company * EI Fixed Account - Series Class I 1.41% | — | — | — | $34K | 0.2% | |
| Empower S&P Small Cap 600 Index Inst | — | — | — | $33K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $22K | 0.1% | |
| Hartford Funds Hartford Dividend And Growth R6 | — | — | — | $22K | 0.1% | |
| Fidelity Mid Cap Stock K | — | — | — | $20K | 0.1% | |
| Fidelity Advisor Stock Selector Sm Cp Z | — | — | — | $17K | 0.1% | |
| JPMorgan US Equity R6 | — | — | — | $10K | <0.1% | |
| American Funds American Funds American Hi Inc Tr R6 | — | — | — | $6K | <0.1% | |
| Federated Hermes Federated Hermes Clover Small Val Fd R6 | — | — | — | $2K | <0.1% |