Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED METAL SOLUTIONS, INC.
EIN 20-4653827financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
13
3350 SCOTT BOULEVARD, BUILDING 33 - SANTA CLARA, CA 95054408-548-0000LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADVANCED METAL SOLUTIONS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$5.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADVANCED METAL SOLUTIONS, INC. RETIREMENT PLAN
401k
Assets$3.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANCED METAL SOLUTIONS, INC. CASH BALANCE PENSION PLAN | CashBalance | $5.1M | 5 | 2025 | |
| 001 | ADVANCED METAL SOLUTIONS, INC. RETIREMENT PLAN | 401k | $3.4M | 8 | 2024 |
Retirement plans