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Original filing (PDF)20251014145441NAL0001574195001
AMPIRICAL SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
AMPIRICAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
420
Accounts w/ balance
424
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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 AMPIRICAL SOLUTIONS, LLC.
Plan sponsor
Name
AMPIRICAL SOLUTIONS, LLC
EIN
20-4972117
Address
1654 OCHSNER BLVD. · COVINGTON, LA · 70433
Phone
(985) 809-5240
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS AND INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV. | — | IRVINE, CA | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | — | DALLAS, TX | INVESTMENT ADVISOR | $58K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS LLC | — | NEW YORK, NY | CONTRACT ADMIN. | $7K | — |
Investments
32 direct securities · 2 pooled funds· $30.2M(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
$30.0M
32 holdings
Common Collective Trust
$218K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $3.9M | 13.0% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R5E Mutual Fund | — | — | — | $3.5M | 11.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $2.9M | 9.5% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $2.7M | 8.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $2.0M | 6.6% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $2.0M | 6.5% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $1.5M | 5.1% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $1.4M | 4.7% | |
| JANUS HENDERSON ENTERPRISE N Mutual Fund | — | — | — | $1.3M | 4.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R5E Mutual Fund | — | — | — | $1.1M | 3.8% | |
| BLACKROCK EQUITY DIVIDEND K Mutual Fund | — | — | — | $1.1M | 3.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund | — | — | — | $991K | 3.3% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $889K | 2.9% | |
| AMERICAN FUNDS CAPITAL INCOME BLDR R5E Mutual Fund | — | — | — | $575K | 1.9% | |
| AMERICAN FUNDS SMALLCAP WORLD R5E Mutual Fund | — | — | — | $562K | 1.9% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R5E Mutual Fund | — | — | — | $497K | 1.6% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R5E Mutual Fund | — | — | — | $446K | 1.5% | |
| Interest rates ranging from * Notes receivable from participants 4.25% to 9.50% | — | — | — | $321K | 1.1% | |
| FEDERATED HERMES CLOVER SMALL VAL FD R6 Mutual Fund | — | — | — | $291K | 1.0% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $287K | 1.0% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R5E Mutual Fund | — | — | — | $260K | 0.9% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $239K | 0.8% | |
| AMERICAN FUNDS AMERICAN HIGH-INC R5E Mutual Fund | — | — | — | $239K | 0.8% | |
| PGIM TOTAL RETURN BOND R6 Mutual Fund | — | — | — | $225K | 0.7% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $218K | 0.7% | |
| AMERICAN FUNDS US GOVERNMENT SEC R5E Mutual Fund | — | — | — | $178K | 0.6% | |
| PIMCO REAL RETURN INSTL Mutual Fund | — | — | — | $125K | 0.4% | |
| PARAMETRIC COMMODITY STRATEGY FUND I Mutual Fund | — | — | — | $113K | 0.4% | |
| PIMCO INT BOND (USD-HEDGED) INST Mutual Fund | — | — | — | $94K | 0.3% | |
| DODGE & COX INTERNATIONAL STOCK - I Mutual Fund | — | — | — | $76K | 0.3% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $39K | 0.1% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $28K | <0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R5E Mutual Fund | — | — | — | $14K | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 35 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |