Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$102.6M
Filings through .
Advanced Process Technologies, Inc.
EIN 42-1497050consumer goodsLatest filing 2025
Plans
5
Retirement
2
$124.1M assets
Health & Benefits
3
$177K premiums
Participants
579
150 SWENDRA BOULEVARD - COKATO, MN 55321320-286-5060apt-inc.comLinkedIn51-200 employeesconsumer goods
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $124.1M assets / 327 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$102.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $177K premiums / 416 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$106K
- Life$72K
- Short-term disability$72K
- Other$72K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$102.6M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$21.5M
Participants195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
ADVANCED PROCESS TECHNOLOGIES INC DENTAL PLAN
Fully insured - HEALTHPARTNERS, INC.
Premiums$106K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ADVANCED PROCESS TECHNOLOGIES INC LIFE PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$72K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ADVANCED PROCESS TECHNOLOGIES INC MEDICAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $102.6M | 132 | 2025 |
| #001 | ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $21.5M | 195 | 2025 |
- #002 · ESOP · 2025132
- #001 · 401(k) · 2025195
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | ADVANCED PROCESS TECHNOLOGIES INC DENTAL PLAN | Fully insured | HEALTHPARTNERS, INC. | $106K | 264 | 2025 |
| #501 | ADVANCED PROCESS TECHNOLOGIES INC LIFE PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $72K | 152 | 2025 |
| #502 | ADVANCED PROCESS TECHNOLOGIES INC MEDICAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · HEALTHPARTNERS, INC. · 2025264
- #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025152
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans