How big is American Society for Testing and Materials' plan?

American Society for Testing and Materials' plan reported $73.0M in assets and 311 participants for 2024.

Original filing (PDF)20251009191631NAL0016360290001

American Society for Testing and Materials

Name: American Society for Testing and Materials — Form 5500 Plan 003 (2024)
Creator: American Society for Testing and Materials
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ASTM Tax Sheltered Savings Plan

403(b) retirement plan · American Society for Testing and Materials' ASTM Tax Sheltered Savings Plan held $73.0M in plan assets for 311 participants in 2024, with Fidelity as recordkeeper.

Active participants

311

Accounts w/ balance

360

Plan assets (EOY)

$73.0M

Net assets (EOY)

$73.0M

People on this filing

Jennifer Geiger signed American Society for Testing and Materials' 2024 Form 5500 as plan administrator.

Jennifer Geiger — 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

American Society for Testing and Materials' EIN is 23-1352024.

EIN 23-1352024

Plan number 003

Plan year 2024

ACK ID 20251009191631NAL0016360290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Society for Testing and Materials from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Society for Testing and Materials' plan includes a default investment (QDIA), 403(b) custodial accounts, a self-directed brokerage window, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN SOCIETY FOR TESTING AND MATERIALS.

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How this plan invests

This plan

34 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AMERICAN SOCIETY FOR TESTING AND MATERIALS

EIN

all filings

Address

100 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA · 194282959

Phone

(610) 832-9767

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-09

Pension benefit codes

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

EISNERAMPERLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$24K	—

Investments

34 direct securities· $72.5M(99% of reported assets)

Mutual Funds

$41.1M

22 holdings

Common Collective Trusts

$17.7M

5 holdings

Other securities

$10.6M

5 holdings

Common Stocks

$3.1M

2 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$13.0M	17.9%
American Funds The Growth Fund of America R6	Mutual Funds	—	—	$5.6M	7.7%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$4.9M	6.7%
American Beacon Funds Large Cap Value Fund	Other securities	—	—	$4.3M	5.9%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$3.8M	5.1%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$3.3M	4.5%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$3.2M	4.3%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$2.9M	3.9%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$2.7M	3.7%
Harbor Capital Appreciation Fund	Other securities	—	—	$2.3M	3.2%
Fidelity Total Bond K6	Mutual Funds	—	—	$2.1M	2.8%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$1.9M	2.6%
Standard Insurance Company Standard Guaranteed Fixed Int	Common Stocks	—	—	$1.9M	2.6%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$1.8M	2.5%
T. Rowe Price Mid-Cap Growth Fund	Other securities	—	—	$1.8M	2.5%
American Funds EuroPacific Growth Fund R6	Mutual Funds	—	—	$1.8M	2.4%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$1.6M	2.2%
Fidelity Balanced Fund Class K	Mutual Funds	—	—	$1.6M	2.2%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$1.6M	2.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.5M	2.0%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$1.3M	1.8%
J.P. Morgan U.S. Small Company Fund	Common Stocks	—	—	$1.3M	1.7%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$1.2M	1.6%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$1.1M	1.5%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$1.0M	1.4%
Allspring Special Small Cap Value R6	Other securities	—	—	$901K	1.2%
Fidelity Emerging Markets K	Mutual Funds	—	—	$887K	1.2%
Fidelity BrokerageLink	Mutual Funds	—	—	$419K	0.6%
Nuveen Real Estate Fund	Mutual Funds	—	—	$337K	0.5%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$224K	0.3%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$189K	0.3%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$172K	0.2%
Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$77K	0.1%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$58K	<0.1%