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Original filing (PDF)20251015151400NAL0009978274001
ADVANCED MANUFACTURING AND DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
METALFX RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
151
Accounts w/ balance
175
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock Indexselect Moderate Fund CL I" is 32% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED MANUFACTURING AND DEVELOPMENT, INC..
Plan sponsor
Name
ADVANCED MANUFACTURING AND DEVELOPMENT, INC.
EIN
94-2378705
Address
200 N LENORE AVE · WILLITS, CA · 95490
Phone
(707) 456-2175
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CAROLYN A.MAYES, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $989 | — |
Investments
12 direct securities · 7 pooled funds· $10.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.9M
7 holdings
Uncategorized
$3.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.3M | 32.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.4M | 13.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.0M | 10.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $978K | 9.5% | |
| Fidelity 500 Index | — | — | — | $811K | 7.9% | |
| Fidelity Large cap Growth Index | — | — | — | $488K | 4.8% | |
| Fidelity Small Cap Index | — | — | — | $433K | 4.2% | |
| Fidelity International Index | — | — | — | $382K | 3.7% | |
| American Century American Century Mi Cap Value R6 | — | — | — | $302K | 2.9% | |
| Fidelity US Bond Index | — | — | — | $240K | 2.3% | |
| Participant Loans 11/25/2029 0 | — | — | — | $226K | 2.2% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $208K | 2.0% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | — | — | — | $167K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $128K | 1.3% | |
| Empower EI Fixed Account - Series Class I | — | — | — | $66K | 0.6% | |
| Fidelity Large Cap Value Index | — | — | — | $65K | 0.6% | |
| Fidelity Advisor Focused Emerging Market | — | — | — | $28K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $159 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
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