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Original filing (PDF)20251014141743NAL0001530051001
A.I.S., INC.
Form 5500
FILING_RECEIVED
A.I.S. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
201
Accounts w/ balance
199
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.I.S., INC..
Plan sponsor
Name
A.I.S., INC.
EIN
04-3234397
Address
540 HAWTHORN STREET · NORTH DARTMOUTH, MA · 02747
Phone
(508) 990-9054
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DISANTO PRIEST & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $19K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | BROKER/DEALER | $14K | — |
Investments
28 direct securities · 2 pooled funds· $5.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.1M
28 holdings
Common Collective Trust
$1.2M
1 holding
Pooled Separate Account
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE 20 BPS - A PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 22.0% | |
| Vanguard Target Ret 2035 Fund Registered Investment Company | — | — | — | $928K | 17.5% | |
| Vanguard Target Ret 2045 Fund Registered Investment Company | — | — | — | $798K | 15.1% | |
| Vanguard Target Ret 2055 Fund Registered Investment Company | — | — | — | $462K | 8.7% | |
| Vanguard Target Ret 2060 Fund Registered Investment Company | — | — | — | $358K | 6.8% | |
| Vanguard Target Ret 2050 Fund Registered Investment Company | — | — | — | $299K | 5.6% | |
| Vanguard Growth Index Fd Adm Registered Investment Company | — | — | — | $197K | 3.7% | |
| Fidelity 500 Index Fd Registered Investment Company | — | — | — | $178K | 3.4% | |
| Vanguard Target Ret 2030 Fund Registered Investment Company | — | — | — | $137K | 2.6% | |
| First Eagle Global Fund R6 Registered Investment Company | — | — | — | $123K | 2.3% | |
| Vanguard Target Ret 2040 Fund Registered Investment Company | — | — | — | $94K | 1.8% | |
| Vanguard Target Ret 2025 Fund Registered Investment Company | — | — | — | $91K | 1.7% | |
| Vanguard Target Ret 2065 Fund Registered Investment Company | — | — | — | $60K | 1.1% | |
| Vanguard Mid Cap Growth Ind Adm Registered Investment Company | — | — | — | $50K | 1.0% | |
| Vanguard Target Ret 2020 Fund Registered Investment Company | — | — | — | $50K | 1.0% | |
| MFS Research International R6 Registered Investment Company | — | — | — | $45K | 0.9% | |
| Lord Abbett Bond Debenture R6 Registered Investment Company | — | — | — | $44K | 0.8% | |
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.7% | |
| Vanguard Sm Cap Val Ind Adm Registered Investment Company | — | — | — | $29K | 0.6% | |
| PIMCO Income Fund Inst Registered Investment Company | — | — | — | $28K | 0.5% | |
| American New World Fund R6 Registered Investment Company | — | — | — | $25K | 0.5% | |
| Vanguard Sm Cap Index Fd Adm Registered Investment Company | — | — | — | $21K | 0.4% | |
| American Balanced Fund R6 Registered Investment Company | — | — | — | $18K | 0.3% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $16K | 0.3% | |
| Vanguard Mid Cap Val Index Adm Registered Investment Company | — | — | — | $12K | 0.2% | |
| NYLI CBRE Real Estate R6 Registered Investment Company | — | — | — | $10K | 0.2% | |
| Mirova Global Sustainable Eq N Registered Investment Company 278 Vanguard Fed Money Market Money Market Account | — | — | — | $6K | 0.1% | |
| Fidelity US Bond Index Fd Registered Investment Company | — | — | — | $6K | 0.1% | |
| American Century Inf Adj Bd R6 Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Small Growth Adm Registered Investment Company | — | — | — | $2K | <0.1% |
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