How big is Advanced Sciences and Technologies, LLC's plan?

Advanced Sciences and Technologies, LLC's plan reported $41.1M in assets and 241 participants for 2024.

Original filing (PDF)20251010140113NAL0013257088001

Advanced Sciences and Technologies, LLC

Name: Advanced Sciences and Technologies, LLC — Form 5500 Plan 001 (2024)
Creator: Advanced Sciences and Technologies, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advanced Sciences and Technologies, LLC 401(k) Plan

401(k) retirement plan · Advanced Sciences and Technologies, LLC's Advanced Sciences and Technologies, LLC 401(k) Plan held $41.1M in plan assets for 241 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

241

Accounts w/ balance

262

Plan assets (EOY)

$41.1M

Net assets (EOY)

$41.1M

People on this filing

Bernard Deannuntis signed Advanced Sciences and Technologies, LLC's 2024 Form 5500 as plan administrator.

Bernard Deannuntis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Sciences and Technologies, LLC's EIN is 20-4068099.

EIN 20-4068099

Plan number 001

Plan year 2024

ACK ID 20251010140113NAL0013257088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Sciences and Technologies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Sciences and Technologies, LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED SCIENCES AND TECHNOLOGIES, LLC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

ADVANCED SCIENCES AND TECHNOLOGIES, LLC

EIN

all filings

Address

20 E TAUNTON · STE 301 · BERLIN, NJ · 08009

Phone

(856) 719-9001

Industry

Engineering Services· Professional & Technical Services

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$26K	—

Investments

36 direct securities· $41.1M(100% of reported assets)

Mutual Funds

$25.1M

22 holdings

Common Collective Trusts

$8.8M

5 holdings

Other securities

$6.2M

7 holdings

Agency / Mortgage-Backed

$504K

1 holding

Bonds / Notes

$493K

1 holding

					% of plan
Fidelity Contrafund Class K N/R	Mutual Funds	—	—	$6.0M	14.6%
Fidelity 500 Index Fund N/R	Common Collective Trusts	—	—	$5.8M	14.1%
Money Market Fund * Fidelity Government Money Market N/R	Mutual Funds	—	—	$2.6M	6.4%
Fidelity Freedom 2030 Fund N/R	Mutual Funds	—	—	$2.1M	5.2%
Fidelity Freedom 2025 Fund N/R	Mutual Funds	—	—	$2.1M	5.2%
Harbor Capital Appreciation Fund Inst. Class N/R	Other securities	—	—	$2.1M	5.1%
Fidelity Stock Selector Small Cap Fund N/R	Mutual Funds	—	—	$1.8M	4.5%
Fidelity Growth & Income Portfolio N/R	Mutual Funds	—	—	$1.6M	4.0%
Fidelity U.S. Bond Index Fund N/R	Common Collective Trusts	—	—	$1.5M	3.7%
Fidelity Overseas Fund Class K N/R	Mutual Funds	—	—	$1.5M	3.7%
T. Rowe Price T. Rowe Price Dividend Growth Fund I Class N/R	Other securities	—	—	$1.2M	2.9%
Fidelity Global ex U.S. Index Fund N/R	Common Collective Trusts	—	—	$1.2M	2.8%
Fidelity Stock Selector Mid Cap Fund N/R	Mutual Funds	—	—	$1.1M	2.7%
Fidelity Low-Priced Stock Fund N/R	Mutual Funds	—	—	$971K	2.4%
Metropolitan West Metro. West Total Ret. Bond Fund Class M N/R	Other securities	—	—	$898K	2.2%
Fidelity Freedom 2035 Fund N/R	Mutual Funds	—	—	$818K	2.0%
Columbia Dividend Income Fund Inst. 3 Cl. N/R	Mutual Funds	—	—	$815K	2.0%
Allspring Global Investments Allspring Emerging Markets Equity Fund N/R	Other securities	—	—	$767K	1.9%
Fidelity Freedom 2020 Fund N/R	Mutual Funds	—	—	$721K	1.8%
Fidelity Capital & Income Fund N/R	Mutual Funds	—	—	$706K	1.7%
Conestoga Small Cap Fund Investors Class N/R	Other securities	—	—	$649K	1.6%
Fidelity Freedom 2050 Fund N/R	Mutual Funds	—	—	$516K	1.3%
Fidelity GNMA Fund N/R	Agency / Mortgage-Backed	—	—	$504K	1.2%
Participant Loans Interest rates: 5.25% - 10.50% $0	Bonds / Notes	—	—	$493K	1.2%
Neuberger Berman N.B. Mid Cap Growth Fund Trust Class N/R	Other securities	—	—	$438K	1.1%
Fidelity Freedom 2040 Fund N/R	Mutual Funds	—	—	$322K	0.8%
Fidelity Freedom 2045 Fund N/R	Mutual Funds	—	—	$296K	0.7%
Fidelity Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$266K	0.6%
Fidelity Freedom 2015 Fund N/R	Mutual Funds	—	—	$224K	0.5%
Fidelity Freedom Income Fund N/R	Mutual Funds	—	—	$217K	0.5%
Fidelity Freedom 2065 Fund N/R	Mutual Funds	—	—	$194K	0.5%
Fidelity Freedom 2055 Fund N/R	Mutual Funds	—	—	$191K	0.5%
Allspring Global Investments Allspring Special Small Cap Value Fund N/R	Other securities	—	—	$180K	0.4%
Fidelity Freedom 2060 Fund N/R	Mutual Funds	—	—	$147K	0.4%
Fidelity Small Cap Index Fund N/R	Common Collective Trusts	—	—	$37K	<0.1%
Fidelity Freedom 2010 Fund N/R	Mutual Funds	—	—	$11K	<0.1%