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Original filing (PDF)20250722065549NAL0001961457001
ASCELLA TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
ASCELLA TECHNOLOGIES INC. 401K PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
135
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCELLA TECHNOLOGIES INC..
Plan sponsor
Name
ASCELLA TECHNOLOGIES INC.
EIN
32-0006491
Address
205 VAN BUREN STREET · SUITE 201 · HERNDON, VA · 20170
Phone
(208) 733-6081
Industry
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
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
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
DSR CPA AND CONSULTANTS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVSRS | 43-1451524 | — | NONE | $19K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
36 direct securities · 1 pooled fund· $30.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$16.0M
36 holdings
Pooled Separate Account
$14.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.3M | 84.5% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $2.2M | 13.1% | |
| AUL STABLE VALUE ACCOUNT STABLE VALUE FUND | — | — | — | $1.6M | 9.6% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $1.4M | 8.3% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $1.4M | 8.1% | |
| NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $1.1M | 6.6% | |
| NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $927K | 5.5% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $706K | 4.2% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $677K | 4.0% | |
| NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $664K | 3.9% | |
| NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $540K | 3.2% | |
| VANGUARD INT-TERM BOND IDX ADM MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $515K | 3.0% | |
| NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $513K | 3.0% | |
| NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $478K | 2.8% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $450K | 2.7% | |
| NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $428K | 2.5% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $389K | 2.3% | |
| VANGUARD MIDCAP VALUE IDX ADM MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $288K | 1.7% | |
| FIDELITY SM CAP INDEX MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $244K | 1.4% | |
| NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $244K | 1.4% | |
| DFA INTL CORE EQUITY I MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $225K | 1.3% | |
| JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $196K | 1.2% | |
| Participant Loans (4.25% - 9.50%) | — | — | — | $151K | 0.9% | |
| VANGUARD HIGH-YIELD CORP ADM MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $144K | 0.9% | |
| VANGUARD SMCAP VALUE IDX ADM MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $105K | 0.6% | |
| AMERFDS NEW WORLD R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $78K | 0.5% | |
| JAN HEN TRITON N MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $69K | 0.4% | |
| PIMCO INCOME INSTL MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $52K | 0.3% | |
| FIDELITY ADV INT CAP APP Z MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $49K | 0.3% | |
| GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $44K | 0.3% | |
| AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $39K | 0.2% | |
| DFA INVESTMENT GRADE I MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $37K | 0.2% | |
| PIMCO GLBL BD OPP USD-HDG INST MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $30K | 0.2% | |
| VANGUARD INFL-PROT SECS ADM MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $23K | 0.1% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $16K | <0.1% | |
| NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $5K | <0.1% | |
| AMERCENT REALESTATE R6 MUTUAL FUND SHARES POOLED SEPARATE ACCOUNTS | — | — | — | $2K | <0.1% |