Original filing (PDF)20250604111055NAL0010812337001

AOI CONSULTING

Name: AOI CONSULTING — ARCHITECTURAL OPENINGS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: AOI CONSULTING

Form 5500-SF

FILING_RECEIVED

ARCHITECTURAL OPENINGS, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AOI CONSULTING.

Plan sponsor

Name

AOI CONSULTING

EIN

99-0393606

Address

15268 TURIN DRIVE · NAPLES, FL · 34114

Phone

(800) 780-8602

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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 providers

Related plans

Similar-size Construction plans

HOUSTON INSTALLATION SERVICES, INC.

HOUSTON INSTALLATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

$762K · 42 participants

CALDWELL WATZA CONSTRUCTION, LLC

CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST

$764K · 10 participants

GULF SOUTH SERVICES, INC. DBA GSSI, INC.

GULF SOUTH SERVICES, INC. 401(K) PLAN

$761K · 192 participants

RS BOES, LLC

PRECISION DOOR 401(K) PLAN

$767K · 69 participants

MODULEASE CORPORATION

MODULEASE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST