· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANTAGE CONVERTING INC — ADVANTAGE CONVERTING INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250407194215NAL0009575171001
ADVANTAGE CONVERTING INC
Form 5500-SF
FILING_RECEIVED
ADVANTAGE CONVERTING INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
38
Accounts w/ balance
36
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANTAGE CONVERTING INC
.
Find decision makers
Plan sponsor
Name
ADVANTAGE CONVERTING INC
EIN
93-1086495
Address
266 INDUSTRIAL RD · SAN CARLOS, CA · 940706226
Phone
(650) 802-6810
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
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
Related plans
Similar-size All Other Professional Services plans
WVC
WVC 401(K) PLAN
$3.6M · 60 participants
CARRY TECHNOLOGIES, INC. DBA HIGHTOUCH
HIGHTOUCH 401(K) PLAN
$3.6M · 126 participants
INSIDEOUT DEVELOPMENT, LLC
INSIDEOUT DEVELOPMENT, LLC 401(K) PLAN
$3.6M · 27 participants
JAHN CORPORATION
JAHN CORPORATION 401K RETIREMENT SAVINGS PLAN
$3.6M · 15 participants
DAVID SCHNUR ASSOCIATES
DAVID SCHNUR ASSOCIATES 401(K) PLAN
$3.6M · 9 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FRANCIS P. GALLAGHER & ASSOC., INC.
FRANCIS P. GALLAGHER & ASSOC. , INC, PROFIT SHARING PLAN
$3.6M · 3 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
