Back to filter
Original filing (PDF)20250910100520NAL0013092675001
ASD, INC.
Form 5500
FILING_RECEIVED
ASD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
211
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASD, INC..
Plan sponsor
Name
ASD, INC.
EIN
23-1989738
Address
108 CHESLEY DRIVE · 2ND FLOOR · MEDIA, PA · 19063
Phone
(888) 939-8700
Industry
Admin Support & Waste Mgmtsee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIANA, CARR, O'CONNOR & LYNAM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $10K | — |
Investments
25 direct securities · 1 pooled fund· $17.2M(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.
Uncategorized
$16.7M
25 holdings
Common Collective Trust
$495K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Quantitative Funds Growth and Income Adm Shares | — | — | — | $2.0M | 11.6% | |
| Vanguard 500 Index Admiral Fund 540 | — | — | — | $1.4M | 8.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 8.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 7.8% | |
| Vanguard Primecap Core Fund | — | — | — | $1.3M | 7.8% | |
| Vanguard US Growth Admiral Shares | — | — | — | $1.1M | 6.2% | |
| Vanguard Small Cap Ind Adm Fd #548 | — | — | — | $902K | 5.2% | |
| Vanguard Wellington Admiral Shares #521 | — | — | — | $791K | 4.6% | |
| Vanguard Index Trust Mid-Cap Index Fund Adm Sh | — | — | — | $787K | 4.6% | |
| Vanguard International Growth Adm | — | — | — | $680K | 4.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $664K | 3.9% | |
| Vanguard Windsor Admiral #5022 | — | — | — | $636K | 3.7% | |
| Vanguard International Value Port Inv Cl Fund #46 | — | — | — | $604K | 3.5% | |
| Vanguard Growth Index Adm | — | — | — | $583K | 3.4% | |
| VANGUARD RETIREMENT SAVING TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $495K | 2.9% | |
| Vanguard Developed Markets Inx Adm | — | — | — | $440K | 2.6% | |
| Vanguard Bond Index Fund Interim-Term Admiral | — | — | — | $432K | 2.5% | |
| Participant Loans Interest Rates (4.25% - 9.50%); maturing 2025 to 2029 | — | — | — | $388K | 2.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $351K | 2.0% | |
| Vanguard Star Fund #56 | — | — | — | $263K | 1.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $170K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $152K | 0.9% | |
| Vanguard Mid Cap Growth Index Adm | — | — | — | $142K | 0.8% | |
| Vanguard Selected Value Fund #934 | — | — | — | $95K | 0.6% | |
| Vanguard Lifestrategy Growth Fund #122 | — | — | — | $54K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $33K | 0.2% |
Related plans
Other plans using ALERUS FINANCIAL, N.A.
EIDE BAILLY LLP
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
$615.3M · 3,154 participants
JANE STREET GROUP, LLC
JANE STREET GROUP, LLC 401(K) PLAN
$521.4M · 1,728 participants
AVI SYSTEMS, INC.
AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$399.5M · 1,191 participants
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
ASPCA 401(K) RETIREMENT PLAN
$164.0M · 1,191 participants
NORAN NEUROLOGICAL CLINIC, P.A.
NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN
$153.6M · 242 participants
PERFORMANCE CONTRACTORS, INC.
PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN
$131.6M · 4,376 participants
Similar-size Admin Support & Waste Mgmt plans
DOCOMO PACIFIC INC.
DOCOMO PACIFIC INC. 401(K) PROFIT SHARING PLAN
$16.5M · 393 participants
UTILITIES PROTECTION CENTER, INC.
UTILITIES PROTECTION CENTER, INC. PROFIT SHARING AND SAVINGS PLAN
$16.0M · 78 participants
LIVEOPS, INC.
LIVEOPS, INC. 401(K) PLAN
$19.1M · 279 participants
NETWORK TELEPHONE SERVICES, INC.
NETWORK TELEPHONE SERVICES, INC. SALARY SAVINGS PLAN AND TRUST
$14.7M · 46 participants
ARISE VIRTUAL SOLUTIONS INC.
ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN
$20.3M · 190 participants
KIMBERLY S KOCH
HGS 401(K) RETIREMENT PLAN
$13.8M · 6,393 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B