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Original filing (PDF)20251007083635NAL0002518595001
ASYST TECHNOLOGIES L.P.
Form 5500
FILING_RECEIVED
ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
143
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% 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 ASYST TECHNOLOGIES L.P..
Plan sponsor
Name
ASYST TECHNOLOGIES L.P.
EIN
36-4067189
Address
5811 99TH AVE · KENOSHA, WI · 531447821
Phone
(262) 857-5123
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
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
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS, INC. | — | MEQUON, WI | NONE | $44K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $20K | — |
Investments
20 direct securities· $13.3M(100% of reported assets)
Uncategorized
$13.2M
19 holdings
Mutual Funds
$150K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Capital Appreciation Fund | — | — | — | $2.4M | 18.1% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.2M | 9.1% | |
| Dodge & Cox Funds Income Fund | — | — | — | $1.2M | 9.1% | |
| T. Rowe Price Funds All-Cap Opportunities Fund | — | — | — | $1.2M | 9.0% | |
| CMFG Life Stable Value Account | — | — | — | $1.2M | 8.7% | |
| Amundi US Funds Pioneer Balanced ESG Fund | — | — | — | $949K | 7.1% | |
| First Eagle Funds Global Fund | — | — | — | $922K | 6.9% | |
| Vanguard Funds Mid-Cap Value Index | — | — | — | $631K | 4.7% | |
| MFS Funds International Diversification Fund | — | — | — | $614K | 4.6% | |
| Participants Notes receivable from participants - various repayment schedules through October 2029, interest rates ranging from 4.25% to 9.50% - | — | — | — | $471K | 3.5% | |
| Vanguard Funds Small Cap Value Index Fund | — | — | — | $446K | 3.4% | |
| JPMorgan Funds Equity Income Fund | — | — | — | $426K | 3.2% | |
| Vanguard Funds Developed Markets Index Fund | — | — | — | $401K | 3.0% | |
| T. Rowe Price Funds Global Multi-Sector Bond Fund | — | — | — | $274K | 2.1% | |
| Vanguard Funds Inflation-Protected Securities Fund | — | — | — | $238K | 1.8% | |
| Vanguard Funds Mid-Cap Growth Index Fund | — | — | — | $228K | 1.7% | |
| Principal Funds Real Estate Securities Fund | — | — | — | $159K | 1.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $150K | 1.1% | |
| GMO Fund Resources Fund | — | — | — | $132K | 1.0% | |
| Dimensional Fund Advisors US Small Cap Fund | — | — | — | $81K | 0.6% |
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