Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED ELECTRIC, INC.
EIN 58-2239740financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
22
740 BISHOPS CIR. - EVANS, GA 30809706-840-5267nextstep.financeLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 22 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#001
ADVANCED ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCED ELECTRIC, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 15 | 2025 | |
| 002 | ADVANCED ELECTRIC, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 7 | 2025 |
Retirement plans