How big is Advanced Energy Group's plan?

Advanced Energy Group's plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260506090834NAL0001362979001

Advanced Energy Group

Name: Advanced Energy Group — Advanced Energy Group 401(k), Form 5500 (2025)
Creator: Advanced Energy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Energy Group 401(k) Plan and Trust

401(k) retirement plan · Advanced Energy Group's Advanced Energy Group 401(k) Plan and Trust held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

James Quinn signed Advanced Energy Group's 2025 Form 5500 as plan administrator.

James Quinn — 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 Energy Group's EIN is 76-0724532.

EIN 76-0724532

Plan number 001

Plan year 2025

ACK ID 20260506090834NAL0001362979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advanced Energy Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advanced Energy Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ENERGY GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ADVANCED ENERGY GROUP

EIN

all filings

Address

26 DEER PARK DRIVE · EAST LONGMEADOW, MA · 01028

Phone

(413) 526-9955

Industry

Electrical Contractors· Construction

Plan administrator