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Original filing (PDF)20251014162953NAL0001651331001
ADVANSIX INC.
Form 5500
FILING_RECEIVED
ADVANSIX INC SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,435
Accounts w/ balance
1,995
Plan assets (EOY)
$173.1M
Net assets (EOY)
$173.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANSIX INC..
Plan sponsor
Name
ADVANSIX INC.
EIN
81-2525089
Address
ADVANSIX · 300 KIMBALL DRIVE SUITE 101 · PARSIPPANY, NJ · 07054
Phone
(973) 526-1664
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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $158K | — |
Investments
25 direct securities· $173.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $25.7M | 14.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $23.0M | 13.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $13.3M | 7.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $11.5M | 6.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $11.3M | 6.5% | |
| Vanguard Strategic Equity Inv Vanguard 0 | — | — | — | $9.8M | 5.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $9.5M | 5.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $9.4M | 5.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $9.4M | 5.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $8.7M | 5.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $8.3M | 4.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $5.9M | 3.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $5.5M | 3.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $4.8M | 2.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $3.6M | 2.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2.5M | 1.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2.2M | 1.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.9M | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $1.8M | 1.0% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $1.5M | 0.9% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $1.3M | 0.7% | |
| Franklin Small-Mid Cap Growth R6 Franklin 0 | — | — | — | $928K | 0.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $924K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $273K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $28K | <0.1% |
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