Back to filter
Original filing (PDF)20251009082342NAL0006673521001
AMERICAN LEAK DETECTION, INC.
Form 5500
FILING_RECEIVED
AMERICAN LEAK DETECTION INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
49% in single holding~131 bps in Sched C fees
Active participants
349
Accounts w/ balance
178
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "T. Rowe Price Capital Appreciation T. Rowe Price 0" is 49% of plan.
- 131 bps in Schedule C fees — 152% above peer band of 52 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN LEAK DETECTION, INC..
Plan sponsor
Name
AMERICAN LEAK DETECTION, INC.
EIN
33-0106141
Address
199 WHITNEY AVENUE, SUITE 2 · NEW HAVEN, CT · 06511
Phone
(203) 553-7292
Industry
All Other Professional 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST | — | WILMINGTON, DE | ADVISOR | $27K | — |
Investments
25 direct securities · 1 pooled fund· $3.4M(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
$3.3M
25 holdings
Common Collective Trust
$108K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation T. Rowe Price 0 | — | — | — | $1.7M | 48.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $211K | 6.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $200K | 5.8% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $164K | 4.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $142K | 4.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $137K | 4.0% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $127K | 3.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $111K | 3.2% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $108K | 3.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $103K | 3.0% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $73K | 2.1% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $73K | 2.1% | |
| American Beacon International Equity R5 American Beacon 0 28 American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $72K | 2.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $52K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $50K | 1.4% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $36K | 1.0% | |
| American Funds New World R6 American Funds 0 | — | — | — | $32K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $31K | 0.9% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $8K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $7K | 0.2% | |
| Fidelity Extended Market Index Fidelity 0 | — | — | — | $7K | 0.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $6K | 0.2% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $5K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| BlackRock Mid-Cap Growth Equity K BlackRock 0 | — | — | — | $2K | <0.1% | |
| JPMorgan Small Cap Value R6 JP Morgan 0 | — | — | — | $2K | <0.1% |