Back to filter
Original filing (PDF)20251010140113NAL0013257088001
ADVANCED SCIENCES AND TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
ADVANCED SCIENCES AND TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
262
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
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 (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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED SCIENCES AND TECHNOLOGIES, LLC.
Plan sponsor
Name
ADVANCED SCIENCES AND TECHNOLOGIES, LLC
EIN
20-4068099
Address
20 E TAUNTON · STE 301 · BERLIN, NJ · 08009
Phone
(856) 719-9001
Industry
Engineering 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
2025-10-10
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
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| 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)
Uncategorized
$40.3M
35 holdings
Mutual Funds
$815K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Class K N/R | — | — | — | $6.0M | 14.6% | |
| Fidelity 500 Index Fund N/R | — | — | — | $5.8M | 14.1% | |
| Money Market Fund * Fidelity Government Money Market N/R | — | — | — | $2.6M | 6.4% | |
| Fidelity Freedom 2030 Fund N/R | — | — | — | $2.1M | 5.2% | |
| Fidelity Freedom 2025 Fund N/R | — | — | — | $2.1M | 5.2% | |
| Harbor Capital Appreciation Fund Inst. Class N/R | — | — | — | $2.1M | 5.1% | |
| Fidelity Stock Selector Small Cap Fund N/R | — | — | — | $1.8M | 4.5% | |
| Fidelity Growth & Income Portfolio N/R | — | — | — | $1.6M | 4.0% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $1.5M | 3.7% | |
| Fidelity Overseas Fund Class K N/R | — | — | — | $1.5M | 3.7% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund I Class N/R | — | — | — | $1.2M | 2.9% | |
| Fidelity Global ex U.S. Index Fund N/R | — | — | — | $1.2M | 2.8% | |
| Fidelity Stock Selector Mid Cap Fund N/R | — | — | — | $1.1M | 2.7% | |
| Fidelity Low-Priced Stock Fund N/R | — | — | — | $971K | 2.4% | |
| Metropolitan West Metro. West Total Ret. Bond Fund Class M N/R | — | — | — | $898K | 2.2% | |
| Fidelity Freedom 2035 Fund N/R | — | — | — | $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 | — | — | — | $767K | 1.9% | |
| Fidelity Freedom 2020 Fund N/R | — | — | — | $721K | 1.8% | |
| Fidelity Capital & Income Fund N/R | — | — | — | $706K | 1.7% | |
| Conestoga Small Cap Fund Investors Class N/R | — | — | — | $649K | 1.6% | |
| Fidelity Freedom 2050 Fund N/R | — | — | — | $516K | 1.3% | |
| Fidelity GNMA Fund N/R | — | — | — | $504K | 1.2% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $493K | 1.2% | |
| Neuberger Berman N.B. Mid Cap Growth Fund Trust Class N/R | — | — | — | $438K | 1.1% | |
| Fidelity Freedom 2040 Fund N/R | — | — | — | $322K | 0.8% | |
| Fidelity Freedom 2045 Fund N/R | — | — | — | $296K | 0.7% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $266K | 0.6% | |
| Fidelity Freedom 2015 Fund N/R | — | — | — | $224K | 0.5% | |
| Fidelity Freedom Income Fund N/R | — | — | — | $217K | 0.5% | |
| Fidelity Freedom 2065 Fund N/R | — | — | — | $194K | 0.5% | |
| Fidelity Freedom 2055 Fund N/R | — | — | — | $191K | 0.5% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund N/R | — | — | — | $180K | 0.4% | |
| Fidelity Freedom 2060 Fund N/R | — | — | — | $147K | 0.4% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $37K | <0.1% | |
| Fidelity Freedom 2010 Fund N/R | — | — | — | $11K | <0.1% |