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Original filing (PDF)20251015140605NAL0009973874001
AIR TECHNIQUES, INC.
Form 5500
FILING_RECEIVED
AIR TECHNIQUES, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
204
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
1 pooled trust
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
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR TECHNIQUES, INC..
Plan sponsor
Name
AIR TECHNIQUES, INC.
EIN
11-2001409
Address
1295 WALT WHITMAN ROAD · MELVILLE, NY · 11747
Phone
(516) 214-5534
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
29 direct securities · 1 pooled fund· $25.8M(98% 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.
Registered Investment Companies
$24.3M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.6M | 13.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 9.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $2.0M | 7.7% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.0M | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 6.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 6.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $960K | 3.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $933K | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $910K | 3.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $849K | 3.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $645K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $611K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $532K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $468K | 1.8% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $437K | 1.7% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $411K | 1.6% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $395K | 1.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 1.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $229K | 0.9% | |
| GQG PARTNERS EMG MKT EQ INST | Registered Investment Companies | — | — | $152K | 0.6% | |
| BR STRATEGIC INC OPPS K | Registered Investment Companies | — | — | $104K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $81K | 0.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $73K | 0.3% | |
| LOOMIS SAYLES SMALL CAP GR N | Registered Investment Companies | — | — | $53K | 0.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $31K | 0.1% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $30K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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