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Original filing (PDF)20251015095117NAL0004226257001
AVAIL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
132
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVAIL TECHNOLOGIES, INC..
Plan sponsor
Name
AVAIL TECHNOLOGIES, INC.
EIN
25-1831158
Address
1960 OLD GATESBURG ROAD · SUITE 200 · STATE COLLEGE, PA · 16803
Phone
(814) 234-3394
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSETMARK RETIREMENT SERVICES, INC. | — | STATE COLLEGE, PA | NONE | $72K | — |
Investments
33 direct securities· $18.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2025 | — | — | — | $2.1M | 11.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.9M | 10.3% | |
| Vanguard 500 Index | — | — | — | $1.7M | 9.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.5M | 7.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.3M | 7.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.2M | 6.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.2M | 6.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $926K | 5.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $839K | 4.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $694K | 3.8% | |
| Vanguard Total Bond Market Index | — | — | — | $677K | 3.7% | |
| JPMorgan Large Cap Growth | — | — | — | $633K | 3.4% | |
| Vanguard Total International Stk Idx | — | — | — | $552K | 3.0% | |
| Vanguard Money Market | — | — | — | $515K | 2.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $421K | 2.3% | |
| Capital Group American Funds Growth | — | — | — | $322K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $322K | 1.7% | |
| BlackRock Total Return | — | — | — | $251K | 1.4% | |
| Capital Group American Funds Growth & Income | — | — | — | $185K | 1.0% | |
| BlackRock Income | — | — | — | $173K | 0.9% | |
| Capital Group American Funds Moderate Growth | — | — | — | $173K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $157K | 0.9% | |
| Participant Loans 4.25% to 9.50% - | — | — | — | $147K | 0.8% | |
| MFS Value | — | — | — | $119K | 0.6% | |
| Capital Group American Funds Conservative Growth & Income | — | — | — | $117K | 0.6% | |
| Capital Group American Funds Moderate Growth & Income | — | — | — | $74K | 0.4% | |
| BlackRock Advantage Small Cap Core | — | — | — | $58K | 0.3% | |
| American Century Investments American Century Emerging Markets | — | — | — | $37K | 0.2% | |
| Vanguard Target Retirement | — | — | — | $33K | 0.2% | |
| Hartford Funds Hartford Schroders US Midcap Opportunities Fund | — | — | — | $29K | 0.2% | |
| Hartford Funds Hartford International Opportunities Fund | — | — | — | $28K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Sec | — | — | — | $14K | <0.1% | |
| Capital Group American Funds Preservation | — | — | — | $3K | <0.1% |
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