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Original filing (PDF)20250825131815NAL0003906803001
ASIC NORTH, INC.
Form 5500
FILING_RECEIVED
ASIC NORTH 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
118
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
33 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASIC NORTH, INC..
Plan sponsor
Name
ASIC NORTH, INC.
EIN
03-0364063
Address
289 HURRICANE LANE · SUITE 202 · WILLISTON, VT · 05495
Phone
(802) 872-3000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $26K | — |
| MCSOLEY MCCOY & CO. | — | S. BURLINGTON, VT | NONE | $8K | — |
Investments
33 direct securities· $20.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.1M | 14.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.0M | 14.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.2M | 10.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.0M | 9.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.9M | 9.3% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $889K | 4.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $877K | 4.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $729K | 3.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $618K | 3.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $606K | 2.9% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $595K | 2.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $513K | 2.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $498K | 2.4% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $481K | 2.3% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $341K | 1.6% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $323K | 1.6% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $294K | 1.4% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $267K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $260K | 1.3% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $234K | 1.1% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $185K | 0.9% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $139K | 0.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $130K | 0.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $107K | 0.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $100K | 0.5% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $79K | 0.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $74K | 0.4% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $67K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $50K | 0.2% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $33K | 0.2% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $26K | 0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $5K | <0.1% |