How big is Automated Financial Systems, Inc.'s plan?

Automated Financial Systems, Inc.'s plan reported $85.1M in assets and 285 participants for 2024.

Original filing (PDF)20250730092712NAL0002209475001

Automated Financial Systems, Inc.

Name: Automated Financial Systems, Inc. — Automated, Form 5500 (2024)
Creator: Automated Financial Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan

401(k) retirement plan · Automated Financial Systems, Inc.'s Automated Financial Systems, Inc. 401(k) Salary Reduction Plan held $85.1M in plan assets for 285 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

285

Accounts w/ balance

351

Plan assets (EOY)

$85.1M

Net assets (EOY)

$85.1M

People on this filing

AMY McEldowney signed Automated Financial Systems, Inc.'s 2024 Form 5500 as plan administrator.

AMY McEldowney — 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

Automated Financial Systems, Inc.'s EIN is 23-1724335.

EIN 23-1724335

Plan number 001

Plan year 2024

ACK ID 20250730092712NAL0002209475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Automated Financial Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Automated Financial Systems, Inc.'s plan includes a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

47 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

Helping the score

High average account balance (87th percentile).

Plan sponsor

Name

AUTOMATED FINANCIAL SYSTEMS, INC.

EIN

all filings

Address

123 SUMMIT DRIVE · EXTON, PA · 19341

Phone

(610) 524-9300

Industry

All Other Professional 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

2025-07-30

Pension benefit codes

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

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTEGRATED WEALTH CONCEPTS LLC	81-3433658	—	ADVISOR	$65K	—

Accountant / Auditor

Investments

47 direct securities · 1 pooled fund· $85.1M(100% 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.

Mutual Funds

$58.3M

29 holdings

Common Collective Trusts

$13.0M

5 holdings

Other securities

$6.3M

11 holdings

Self-Directed Brokerage

$6.0M

1 holding

Common Collective Trust

$890K

1 holding

Bonds / Notes

$491K

1 holding

					% of plan
Registered Investment Companies * Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$9.5M	11.1%
Fidelity Investments Fidelity Freedom Index 2025	Mutual Funds	—	—	$9.4M	11.0%
Fidelity Investments Fidelity Freedom Index 2035	Mutual Funds	—	—	$9.1M	10.7%
Fidelity Investments Fidelity Freedom Index 2030	Mutual Funds	—	—	$8.4M	9.9%
Self-Directed Brokerage Accounts * Fidelity Investments Fidelity BrokerageLink	Self-Directed Brokerage	—	—	$6.0M	7.0%
Fidelity Investments Fidelity Advisor Technology Fund - Class A	Mutual Funds	—	—	$5.4M	6.3%
Fidelity Investments Fidelity Freedom Index 2040	Mutual Funds	—	—	$4.5M	5.3%
Fidelity Investments Fidelity Advisor New Insights Fund	Mutual Funds	—	—	$3.4M	4.0%
Fidelity Investments Fidelity Freedom Index 2045	Mutual Funds	—	—	$3.3M	3.9%
BlackRock Equity Dividend Fund	Other securities	—	—	$3.2M	3.7%
Fidelity Investments Fidelity Freedom Index 2020	Mutual Funds	—	—	$2.1M	2.4%
Fidelity Investments Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$2.1M	2.4%
Fidelity Investments Fidelity Government Money Market Fund - Class K6	Mutual Funds	—	—	$1.8M	2.1%
Fidelity Investments Fidelity Freedom Index 2050	Mutual Funds	—	—	$1.7M	2.0%
Fidelity Investments Fidelity Freedom Index 2055	Mutual Funds	—	—	$1.4M	1.7%
Allspring Global Investments Allspring Special Mid Cap Value - Class R6	Other securities	—	—	$1.2M	1.4%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$1.1M	1.3%
Pacific Investment Management Co Pimco Income Institutional Class	Mutual Funds	—	—	$1.1M	1.3%
Fidelity Investments Fidelity Advisor Health Care Fund - Class A	Mutual Funds	—	—	$1.0M	1.2%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$950K	1.1%
Collective Trust Fund Galliard Capital Management, LLC Galliard Stable Return Fund Class M	Common Collective Trusts	—	—	$890K	1.0%
GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$890K	1.0%
Fidelity Investments Fidelity Advisor Small Cap - Class Z	Mutual Funds	—	—	$623K	0.7%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$596K	0.7%
Cohen & Steers C&S Real Estate A	Other securities	—	—	$500K	0.6%
Participant Loans 4.25% to 9.50%	Bonds / Notes	—	—	$491K	0.6%
Fidelity Investments Fidelity Advisors International Index A	Mutual Funds	—	—	$483K	0.6%
Invesco Developing Markets Class Y	Mutual Funds	—	—	$479K	0.6%
Fidelity Investments Fidelity Advisor Small Cap Growth Z	Mutual Funds	—	—	$450K	0.5%
Fidelity Investments Fidelity Advisor Utilities Fund - Class Z	Mutual Funds	—	—	$447K	0.5%
American Century Ultra Fund - Class R6	Other securities	—	—	$441K	0.5%
PGIM Investments Pgim High Yield Fund - Class R6	Other securities	—	—	$415K	0.5%
Goldman Sachs Goldman Sachs Mid Cap Growth	Other securities	—	—	$367K	0.4%
Invesco Global Opportunities Class Y	Mutual Funds	—	—	$252K	0.3%
Invesco Gold and Special Minerals Class A	Mutual Funds	—	—	$220K	0.3%
Invesco Energy Fund Class R5	Mutual Funds	—	—	$180K	0.2%
Goldman Sachs Goldman Sachs Inflation Protected Securities	Other securities	—	—	$145K	0.2%
Fidelity Investments Fidelity Freedom Index 2065	Mutual Funds	—	—	$138K	0.2%
Fidelity Investments Fidelity Advisors International Growth Z	Mutual Funds	—	—	$113K	0.1%
Fidelity Investments Fidelity Freedom Index 2060	Mutual Funds	—	—	$82K	<0.1%
Fidelity Investments Fidelity Freedom Index 2015	Mutual Funds	—	—	$47K	<0.1%
Pacific Investment Management Co Pimco STKPLUS SH Class A	Mutual Funds	—	—	$39K	<0.1%
Fidelity Investments Fidelity Freedom Index 2010	Mutual Funds	—	—	$35K	<0.1%
BlackRock Global Allocation Fund	Other securities	—	—	$31K	<0.1%
Allspring Global Investments Allspring Growth Fund - Class A	Other securities	—	—	$14K	<0.1%
American Century Equity Income Fund - Class R6	Other securities	—	—	$13K	<0.1%
Heartland Advisors Heartland Value Plus Fund	Other securities	—	—	$11K	<0.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$6K	<0.1%