Retirement plan

ADVANCED CONCEPT INNOVATIONS, LLC 401(K) PLAN

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

ADVANCED CONCEPT INNOVATIONS, LLCEIN 86-1122726Plan #001PY 2025

4100 FRONTAGE ROAD SOUTH, STE 104 - LAKELAND, FL 338153203863-688-1200LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+27.7% from 2024

Total participants

+2.3% from 2024

Average account balance

$78,125

+23.9% from 2024

Annual return

15.48%

+4.05 pp from 2024

Benchmarks

See 3,168 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,168 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$289K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1648

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$56K

$1514 / participant

Other / not subdivided$56K100.0%

% of EOY assets

2.109%

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

$78,125

$94,436-17.3%

$115,599-32.4%

$82,637-5.5%

Participation rate

73.0%

70.4%+2.5pp

74.3%-1.3pp

68.1%+4.9pp

Annual return

15.48%

18.37%-2.9pp

111.10%-95.6pp

53.51%-38.0pp

Employer contribution / active EE

$2,768

$2,324+19.1%

$2,955-6.4%

$2,552+8.4%

Participant deferral / active EE

$5,035

$3,955+27.3%

$4,889+3.0%

$4,126+22.0%

Admin fee / account holder

$1,648

$10,328-84.0%

$12,841-87.2%

$7,339-77.5%

ADVANCED CONCEPT INNOVATIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED CONCEPT INNOVATIONS, LLC 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