How big is Advanced, Inc.'s plan?

Advanced, Inc.'s plan reported $832K in assets and 10 participants for 2025.

Original filing (PDF)20260521141741NAL0002793888001

Advanced, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advanced, Inc. 401(k) Plan

401(k) retirement plan · Advanced, Inc.'s Advanced, Inc. 401(k) Plan held $832K in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

People on this filing

Steven Shettleroe signed Advanced, Inc.'s 2025 Form 5500 as plan administrator.

Steven Shettleroe — 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, Inc.'s EIN is 82-1449258.

EIN 82-1449258

Plan number 001

Plan year 2025

ACK ID 20260521141741NAL0002793888001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Advanced, Inc.'s plan includes profit-sharing, 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 ADVANCED, INC..

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

ADVANCED, INC.

EIN

all filings

Address

42103 RIO NEDO #101 · TEMECULA, CA · 92590

Phone

(951) 323-7529

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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