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Original filing (PDF)20250804151136NAL0001106785001
AIR CONTROL SYSTEMS, INC.
Form 5500
FILING_RECEIVED
AIR CONTROL SYSTEMS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
198
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR CONTROL SYSTEMS, INC..
Plan sponsor
Name
AIR CONTROL SYSTEMS, INC.
EIN
33-0491402
Address
1940 SOUTH GROVE AVE. · ONTARIO, CA · 91761
Phone
(909) 786-4230
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-08-04
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAVID L. BUCK CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
31 direct securities · 1 pooled fund· $11.3M(97% 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.
Registered Investment Companies
$11.2M
31 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.8M | 23.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.8M | 15.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.8M | 15.5% | |
| M&N RAINIER INT DISC Z 898 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $856K | 7.3% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $496K | 4.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $494K | 4.2% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $456K | 3.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $390K | 3.3% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $346K | 3.0% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $342K | 2.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $284K | 2.4% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $234K | 2.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $125K | 1.1% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $123K | 1.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $91K | 0.8% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $82K | 0.7% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $68K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $68K | 0.6% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $64K | 0.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $59K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $56K | 0.5% | |
| AB RELATIVE VALUE Z | Registered Investment Companies | — | — | $43K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $39K | 0.3% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $32K | 0.3% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $25K | 0.2% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $24K | 0.2% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $19K | 0.2% | |
| FID ADV STOCK SEL MID CAP Z | Registered Investment Companies | — | — | $17K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $2K | <0.1% |
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