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Original filing (PDF)20251014100800NAL0002581825001
AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL
Form 5500
FILING_RECEIVED
AMERICAN FUTURE SYSTEMS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
331
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
23 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 AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL.
Plan sponsor
Name
AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL
EIN
23-1897431
Address
660 AMERICAN AVE, SUITE 203 · KING OF PRUSSIA, PA · 19406
Phone
(610) 695-8600
Industry
Information / Tech / Mediasee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | 61-1732930 | — | ADVISORY | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $20K | — |
Investments
23 direct securities· $16.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account | — | — | — | $3.5M | 21.6% | |
| American Century Growth Fund | — | — | — | $3.5M | 21.5% | |
| Eaton Vance Richard Bernstein Equity Strategy Fund | — | — | — | $1.3M | 7.8% | |
| MFS Value Fund | — | — | — | $967K | 6.0% | |
| Blackrock Emerging Markets Inc Investor Fund | — | — | — | $767K | 4.8% | |
| Transamerica International Equity Fund | — | — | — | $674K | 4.2% | |
| Ishares S&P 500 Index Institutional Shares | — | — | — | $575K | 3.6% | |
| Western Asset Core Plus Bond Fund | — | — | — | $554K | 3.4% | |
| Ivy Mid Cap Growth Fund | — | — | — | $434K | 2.7% | |
| Goldman Sachs Mid Cap Value Fund | — | — | — | $414K | 2.6% | |
| Columbia Contrarian Core Fund | — | — | — | $380K | 2.4% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $361K | 2.2% | |
| Invesco Global Real Estate Income Fund | — | — | — | $351K | 2.2% | |
| MFS International Intrinsic Value Fund | — | — | — | $348K | 2.2% | |
| First Eagle Overseas Fund | — | — | — | $342K | 2.1% | |
| Delaware Small Cap Value Fund | — | — | — | $289K | 1.8% | |
| JP Morgan Core Bond Fund | — | — | — | $267K | 1.7% | |
| Eaton Vance Income of Boston Fund | — | — | — | $256K | 1.6% | |
| PIMCO Real Return Fund | — | — | — | $231K | 1.4% | |
| JP Morgan Government Bond Fund | — | — | — | $225K | 1.4% | |
| Invesco Discovery Fund | — | — | — | $186K | 1.2% | |
| Templeton Global Bond Fund | — | — | — | $175K | 1.1% | |
| Participant Loans | — | — | — | $106K | 0.7% |
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