Original filing (PDF)20250807131301NAL0002188851001

ADVANTECH CORPORATION

Name: ADVANTECH CORPORATION — ADVANTECH CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: ADVANTECH CORPORATION

Form 5500

FILING_RECEIVED

ADVANTECH CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

514

Accounts w/ balance

619

Plan assets (EOY)

$86.5M

Net assets (EOY)

$86.5M

How this plan invests

This plan

1 pooled trust

Schedule D

33 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 (5 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTECH CORPORATION.

Plan sponsor

Name

ADVANTECH CORPORATION

EIN

68-0144624

Address

380 FAIRVIEW WAY · MILPITAS, CA · 95035

Phone

(408) 519-3800

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

2025-08-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	—	INVESTMENT ADVISOR	$36K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$20K	—
WELLTH ADVISORY SERVICES, LLC	99-2539506	—	INVESTMENT ADVISOR	$13K	—

Investments

32 direct securities · 1 pooled fund· $86.6M(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.

Uncategorized

$80.2M

32 holdings

Common Collective Trust

$6.3M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual Fund	—	—	—	$14.4M	16.7%
Fidelity Growth Discovery Fund Mutual Fund	—	—	—	$11.3M	13.1%
Fidelity Freedom 2035 K Mutual Fund	—	—	—	$8.1M	9.4%
Fidelity Freedom 2040 K Mutual Fund	—	—	—	$6.5M	7.5%
GS STABLE VALUE SEL2 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$6.3M	7.3%
Fidelity Freedom 2030 K Mutual Fund	—	—	—	$6.3M	7.3%
Fidelity Freedom 2045 K Mutual Fund	—	—	—	$3.2M	3.7%
Fidelity Freedom 2050 K Mutual Fund	—	—	—	$3.2M	3.7%
American Funds Washington Mutual Investors Fund Class R4 Mutual Fund	—	—	—	$2.2M	2.5%
Fidelity Freedom 2055 K Mutual Fund	—	—	—	$2.0M	2.3%
Vanguard Small Cap Value Index Admiral Mutual Fund	—	—	—	$1.8M	2.0%
Fidelity Freedom 2025 K Mutual Fund	—	—	—	$1.8M	2.0%
Allspring Special Mid Cap Value Admin Fund Mutual Fund	—	—	—	$1.7M	2.0%
Baron Growth Fund Mutual Fund	—	—	—	$1.7M	2.0%
Fidelity Freedom 2020 K Mutual Fund	—	—	—	$1.7M	2.0%
PGIM Total Return Bond R6 Mutual Fund	—	—	—	$1.5M	1.7%
Fidelity International Index Fund Mutual Fund	—	—	—	$1.5M	1.7%
Fidelity Extended Market Index Fund Mutual Fund	—	—	—	$1.4M	1.7%
Fidelity Strategic Income Fund Mutual Fund	—	—	—	$1.2M	1.4%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$1.2M	1.4%
Fidelity Freedom 2060 K Mutual Fund	—	—	—	$1.0M	1.2%
Fidelity Emerging Markets Fund Mutual Fund	—	—	—	$999K	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$937K	1.1%
Fidelity International Growth Fund Mutual Fund	—	—	—	$892K	1.0%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund	—	—	—	$777K	0.9%
American Century Real Estate Investor Fund Mutual Fund	—	—	—	$734K	0.8%
American Funds Small Cap World Fund R5 Mutual Fund	—	—	—	$716K	0.8%
Participant Loans to participants, bearing interest from 3.25% to 9.50%	—	—	—	$699K	0.8%
Fidelity Freedom 2065 K Mutual Fund	—	—	—	$319K	0.4%
Fidelity Freedom 2010 K Mutual Fund	—	—	—	$206K	0.2%
Fidelity Freedom Income K Mutual Fund	—	—	—	$143K	0.2%
Fidelity Freedom 2015 K Mutual Fund	—	—	—	$142K	0.2%
Fidelity Government Money Market Fund Mutual Fund	—	—	—	$15K	<0.1%