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Original filing (PDF)20251014170315NAL0004589072001
ASC ENGINEERED SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ASC ENGINEERED SOLUTIONS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,729
Accounts w/ balance
2,261
Plan assets (EOY)
$154.3M
Net assets (EOY)
$154.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASC ENGINEERED SOLUTIONS, LLC.
Plan sponsor
Name
ASC ENGINEERED SOLUTIONS, LLC
EIN
01-0868924
Address
2 HOLLAND WAY · EXETER, NH · 03833
Phone
(603) 418-2800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Investments
22 direct securities· $151.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Class K Fund " | — | — | — | $35.3M | 22.9% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $15.7M | 10.1% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $12.7M | 8.2% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $11.5M | 7.4% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $11.2M | 7.3% | |
| Fidelity 500 Index Fund " | — | — | — | $11.2M | 7.3% | |
| Vanguard Federal Money Market Fund Money market fund | — | — | — | $9.5M | 6.2% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $8.7M | 5.6% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $4.9M | 3.2% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $4.4M | 2.9% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $3.4M | 2.2% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $3.0M | 2.0% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $2.9M | 1.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $2.8M | 1.8% | |
| American Funds EuroPacific Growth Class R6 Fund " | — | — | — | $2.7M | 1.7% | |
| William Blair Small-Mid Cap Growth R6 Fund " | — | — | — | $2.4M | 1.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $2.1M | 1.4% | |
| Metropolitan West Total Return Bond Class I Fund " | — | — | — | $2.0M | 1.3% | |
| MFS Value Class R6 Fund " | — | — | — | $1.9M | 1.2% | |
| Vanguard Inflation-Protected Securities Admiral Fund " | — | — | — | $1.3M | 0.9% | |
| Westwood Quality SMidCap Institutional Class Fund " | — | — | — | $931K | 0.6% | |
| Fidelity Total International Index Fund " | — | — | — | $431K | 0.3% |
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