Back to filter
Original filing (PDF)20250623173528NAL0015984194001
ADVANCED ENGINEERING AND EDM, INC.
Form 5500-SF
FILING_RECEIVED
ADVANCED ENGINEERING AND EDM, INC 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
32
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED ENGINEERING AND EDM, INC..
Plan sponsor
Name
ADVANCED ENGINEERING AND EDM, INC.
EIN
90-1037056
Address
13007 KIRHAM WAY · SUITE A · POWAY, CA · 92064
Phone
(858) 679-6800
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
2025-06-23
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
GRIPPE MACHINING AND MANUFACTURING COMPANY, INC
GRIPPE MACHINING AND MANUFACTURING COMPANY, INC. EMPLOYEE PROFIT SHARING PLAN AND TRUST
$3.4M · 13 participants
UNION TOOL & MOLD CO.
UNION TOOL & MOLD'S INVESTMENT SAVINGS PLAN
$3.4M · 11 participants
SIMCOX GRINDING AND STEEL COMPANY
SIMCOX GRINDING AND STEEL COMPANY 401(K) SAVINGS PLAN
$3.4M · 23 participants
MASTER PRECISION MACHINING, INC.
MASTER PRECISION MACHINING, INC. 401(K) PLAN
$3.4M · 38 participants
GEN-EL-MEC ASSOCIATES INC
GEN-EL-MEC ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 31 participants
R&D DYNAMICS CORPORATION
R&D DYNAMICS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 60 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B