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Original filing (PDF)20251010151436NAL0004741091001
APPLIED RESEARCH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
APPLIED RESEARCH SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
836
Accounts w/ balance
1,052
Plan assets (EOY)
$55.9M
Net assets (EOY)
$55.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 95% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED RESEARCH SOLUTIONS, INC..
Plan sponsor
Name
APPLIED RESEARCH SOLUTIONS, INC.
EIN
13-3242455
Address
LAWRENCE H O'NEILL RESEARCH CENTER · 2900 CRYSTAL DRIVE 8TH FL · ARLINGTON, VA · 22202
Phone
(703) 908-2122
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | OVERLAND PARK, KS | ADVISOR | $24K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | ROSELAND, NJ | AUDITOR | $21K | — |
| SWINDON SPRINGER &CO., INC. | 31-1339842 | TIPP CITY, OH | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | 84-0467907 | — | NONE | $119K | — |
Investments
33 direct securities · 3 pooled funds· $55.9M(100% 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.
Uncategorized
$53.7M
33 holdings
Common Collective Trust
$2.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $6.5M | 11.6% | |
| Fidelity 500 Index Fund | — | — | — | $6.2M | 11.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.9M | 8.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.6M | 8.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.8M | 6.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.7M | 6.5% | |
| Empower Annuity Insurance Company of America MassMutual Guaranteed Interest Account | — | — | — | $3.0M | 5.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.9M | 5.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.8M | 5.1% | |
| Vanguard US Growth Admiral | — | — | — | $2.4M | 4.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.1M | 3.8% | |
| Calvert US Large Cap Core Responsible Index Fund Class I | — | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.4M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| Participant loans | — | — | — | $953K | 1.7% | |
| Vanguard Equity-Income Fund Admiral | — | — | — | $934K | 1.7% | |
| American Funds New Perspective Fund | — | — | — | $855K | 1.5% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $747K | 1.3% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $736K | 1.3% | |
| Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $572K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $507K | 0.9% | |
| TCW MetWest Total Return Bond Fund Plan | — | — | — | $475K | 0.8% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $461K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $442K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $374K | 0.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $368K | 0.7% | |
| MFS International Growth Fund Class R6 | — | — | — | $279K | 0.5% | |
| DFA Emerging Markets Portfolio Institutional | — | — | — | $233K | 0.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $213K | 0.4% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $211K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $184K | 0.3% | |
| Franklin Small Cap Value Fund Class R6 | — | — | — | $163K | 0.3% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $154K | 0.3% | |
| AB Global Bond Fund Class Z | — | — | — | $114K | 0.2% | |
| BlackRock High Yield Portfolio Fund Class K | — | — | — | $89K | 0.2% | |
| Invesco International Small Company Fund Class R6 | — | — | — | $4K | <0.1% |
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