How big is Advantech Corporation's plan?

Advantech Corporation's plan reported $86.5M in assets and 514 participants for 2024.

Original filing (PDF)20250807131301NAL0002188851001

Advantech Corporation

Name: Advantech Corporation — Advantech Corporation 401(k), Form 5500 (2024)
Creator: Advantech Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advantech Corporation 401(k) Plan

401(k) retirement plan · Advantech Corporation's Advantech Corporation 401(k) Plan held $86.5M in plan assets for 514 participants in 2024, with Fidelity as recordkeeper.

Active participants

514

Accounts w/ balance

619

Plan assets (EOY)

$86.5M

Net assets (EOY)

$86.5M

People on this filing

Joel CHUA signed Advantech Corporation's 2024 Form 5500 as plan administrator.

Joel CHUA — 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

Advantech Corporation's EIN is 68-0144624.

EIN 68-0144624

Plan number 001

Plan year 2024

ACK ID 20250807131301NAL0002188851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advantech Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ADVANTECH CORPORATION

EIN

all filings

Address

380 FAIRVIEW WAY · MILPITAS, CA · 95035

Phone

(408) 519-3800

Industry

Manufacturing

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)

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	—

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.

Mutual Funds

$53.7M

21 holdings

Common Collective Trusts

$19.4M

5 holdings

Common Collective Trust

$6.3M

1 holding

Other securities

$5.7M

4 holdings

U.S. Treasuries

$777K

1 holding

Bonds / Notes

$699K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$14.4M	16.7%
Fidelity Growth Discovery Fund Mutual Fund	Mutual Funds	—	—	$11.3M	13.1%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$8.1M	9.4%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$6.3M	7.3%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$3.2M	3.7%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$3.2M	3.7%
American Funds Washington Mutual Investors Fund Class R4 Mutual Fund	Mutual Funds	—	—	$2.2M	2.5%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$2.0M	2.3%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$1.8M	2.0%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$1.8M	2.0%
Allspring Special Mid Cap Value Admin Fund Mutual Fund	Other securities	—	—	$1.7M	2.0%
Baron Growth Fund Mutual Fund	Other securities	—	—	$1.7M	2.0%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$1.7M	2.0%
PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$1.5M	1.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	1.7%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	1.7%
Fidelity Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$1.2M	1.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.4%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$1.0M	1.2%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$999K	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$937K	1.1%
Fidelity International Growth Fund Mutual Fund	Mutual Funds	—	—	$892K	1.0%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$777K	0.9%
American Century Real Estate Investor Fund Mutual Fund	Other securities	—	—	$734K	0.8%
American Funds Small Cap World Fund R5 Mutual Fund	Mutual Funds	—	—	$716K	0.8%
Participant Loans to participants, bearing interest from 3.25% to 9.50%	Bonds / Notes	—	—	$699K	0.8%
Fidelity Freedom 2065 K Mutual Fund	Mutual Funds	—	—	$319K	0.4%
Fidelity Freedom 2010 K Mutual Fund	Mutual Funds	—	—	$206K	0.2%
Fidelity Freedom Income K Mutual Fund	Mutual Funds	—	—	$143K	0.2%
Fidelity Freedom 2015 K Mutual Fund	Mutual Funds	—	—	$142K	0.2%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$15K	<0.1%