How big is Advanced Office Systems, Inc.'s plan?

Advanced Office Systems, Inc.'s plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20260112152424NAL0013106721001

Advanced Office Systems, Inc.

Name: Advanced Office Systems, Inc. — Advanced Office, Form 5500 (2024)
Creator: Advanced Office Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Office Systems, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Advanced Office Systems, Inc.'s Advanced Office Systems, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Advanced Office Systems, Inc.'s EIN is 94-2228848.

EIN 94-2228848

Plan number 002

Plan year 2024

ACK ID 20260112152424NAL0013106721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Office Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Office Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ADVANCED OFFICE SYSTEMS, INC.

EIN

all filings

Address

4060-B PIKE LANE · CONCORD, CA · 94520

Phone

(925) 687-3100

Industry

Other Services (ex. Public Admin)

Plan administrator