Retirement plan

ADVANCED SYSTEMS 401(K) PLAN

Name: ADVANCED SYSTEMS, LLC - ADVANCED SYSTEMS 401(K) PLAN (2025) Form 5500
Creator: ADVANCED SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED SYSTEMS 401(K) PLAN, ADVANCED SYSTEMS, LLC

ADVANCED SYSTEMS, LLCEIN 26-1723737Plan #002PY 2025

1020 WEST FOURTEEN MILE ROAD - CLAWSON, MI 480171408248-658-1900advancedsystems-inc.comLinkedIn11-50 employeesindustrial automation

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.8M

+22.3% from 2024

Total participants

-15.4% from 2024

Average account balance

$252,383

+44.6% from 2024

Annual return

20.50%

+4.07 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.78M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$252K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$14611

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$161K

$17858 / participant

Other / not subdivided$161K100.0%

% of EOY assets

5.789%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$252,383

$126,661+99.3%

$113,397+122.6%

$138,895+81.7%

Participation rate

100.0%

79.4%+20.6pp

76.5%+23.5pp

79.9%+20.1pp

Annual return

20.50%

25.05%-4.6pp

23.20%-2.7pp

145.39%-124.9pp

Employer contribution / active EE

$4,208

$3,456+21.7%

$2,977+41.3%

$4,194+0.3%

Participant deferral / active EE

$18,073

$5,693+217.5%

$5,076+256.0%

$6,396+182.6%

Admin fee / account holder

$14,611

$14,549+0.4%

$11,957+22.2%

$12,562+16.3%

ADVANCED SYSTEMS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED SYSTEMS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion