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  2. ADVANCED FILTRATION CONCEPTS, INC.
Sponsor portfolio

ADVANCED FILTRATION CONCEPTS, INC.

EIN 95-4765797-facilities services-Latest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
47
P.O. BOX 80759 - RANCHO SANTA MARGARITA, CA 926880759323-832-8316advfiltration.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filings
#002TraditionalDB-$7.2M - 13 part#003401k-$1.7M - 34 part

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PENSION (#002)81%
  • PROFIT SHARING PLAN (#003)19%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)34
  • DEFINED BENEFIT PENSION (#002)13
Total 47Click row to drill in

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 FILTRATION CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$7.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ADVANCED FILTRATION CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCED FILTRATION CONCEPTS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$7.2M132025
003ADVANCED FILTRATION CONCEPTS, INC. 401(K) PROFIT SHARING PLAN401k$1.7M342025
Retirement plans
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