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Original filing (PDF)20250815051241NAL0010150897001
AMSPEC, LLC
Form 5500
FILING_RECEIVED
AMSPEC, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,960
Accounts w/ balance
1,599
Plan assets (EOY)
$104.1M
Net assets (EOY)
$104.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 159% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMSPEC, LLC.
Plan sponsor
Name
AMSPEC, LLC
EIN
22-3522064
Address
1249 SOUTH RIVER ROAD SUITE 204 · CRANBURY, NJ · 08512
Phone
(908) 925-7333
Industry
Manufacturingsee 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
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
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 | $194K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | 64-0169065 | — | INVESTMENT/FINANCIAL ADVI | $75K | — |
Investments
29 direct securities · 2 pooled funds· $98.4M(95% 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
$89.1M
29 holdings
Common Collective Trust
$9.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $7.3M | 7.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $7.3M | 7.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $7.2M | 6.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $6.8M | 6.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $6.2M | 5.9% | |
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $5.8M | 5.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $4.9M | 4.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $4.6M | 4.4% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $4.6M | 4.4% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4.3M | 4.2% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $3.7M | 3.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $3.3M | 3.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.1M | 3.0% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $2.5M | 2.4% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $2.3M | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $2.1M | 2.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $2.0M | 1.9% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $1.3M | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| AB DISCOVERY VALUE Z | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $872K | 0.8% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $865K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $428K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $256K | 0.2% |
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