Original filing (PDF)20250811145643NAL0010216688001

ASSURANCE TECHNOLOGY CORPORATION

Name: ASSURANCE TECHNOLOGY CORPORATION — ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST, Form 5500 (2023)
Creator: ASSURANCE TECHNOLOGY CORPORATION

Form 5500

FILING_RECEIVED

ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

186

Accounts w/ balance

252

Plan assets (EOY)

$44.2M

Net assets (EOY)

$44.2M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSURANCE TECHNOLOGY CORPORATION.

Plan sponsor

Name

ASSURANCE TECHNOLOGY CORPORATION

EIN

04-2765216

Address

84 SOUTH STREET · CARLISLE, MA · 01741

Phone

(978) 369-8848

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-25

Tax period

2024-11-29

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LITMAN GERSON ASSOCIATES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $43.4M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
BOSTON TRUST BALANCED RETMNT FUND BOSTON TRUST WALDEN COMPANY · EIN 04-2273811 / PN 001	Common Collective Trust	$41.7M	94.2%
BOSTON TRUST SMALL CAP RETMNT FUND BOSTON TRUST WALDEN COMPANY · EIN 04-2273811 / PN 001	Common Collective Trust	$1.7M	3.9%