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Original filing (PDF)20250926142719NAL0010982416001
ADVANCO FIRE PROTECTION, INC.
Form 5500
FILING_RECEIVED
ADVANCO FIRE PROTECTION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
75
Accounts w/ balance
132
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
11 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Bond Mk Index Adm Registered Investment Company" is 31% of plan.
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCO FIRE PROTECTION, INC..
Plan sponsor
Name
ADVANCO FIRE PROTECTION, INC.
EIN
95-4333357
Address
615 S. OAKS AVENUE · ONTARIO, CA · 917624022
Phone
(909) 460-2510
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ABCDEFGHI ABC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY | 61-1579239 | MOBILE, AL | RECORDKEEPER | $8K | — |
Investments
11 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $1.4M | 30.6% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $1.3M | 29.6% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $582K | 13.1% | |
| Vanguard Ext. Market Idx Adm Registered Investment Company | — | — | — | $569K | 12.8% | |
| Vanguard Cash Rsrv Federal MnyMktAdmiral Money Market | — | — | — | $262K | 5.9% | |
| Vanguard LT Treasury ADM Registered Investment Company | — | — | — | $211K | 4.8% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $68K | 1.5% | |
| Participant Loans 6.00% - 9.50% | — | — | — | $34K | 0.8% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $23K | 0.5% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $15K | 0.3% | |
| Vanguard Developed Mkts Idx Adm Registered Investment Company | — | — | — | $1K | <0.1% |
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