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Original filing (PDF)20251009091659NAL0003456531001
APPLIED PROCESS, INC.
Form 5500
FILING_RECEIVED
AALBERTS SURFACE TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
373
Accounts w/ balance
438
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED PROCESS, INC..
Plan sponsor
Name
APPLIED PROCESS, INC.
EIN
38-2565630
Address
12202 NEWBURGH RD · LIVONIA, MI · 48150
Phone
(734) 744-9936
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $62K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
27 direct securities · 3 pooled funds· $32.3M(98% 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
$30.2M
27 holdings
Pooled Separate Account
$2.1M
2 holdings
Common Collective Trust
$369
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust Great Gray Trust American Funds 2030 | — | — | — | $5.3M | 16.1% | |
| Great Gray Trust Great Gray Trust American Funds 2025 | — | — | — | $5.2M | 15.9% | |
| Great Gray Trust Great Gray Trust American Funds 2035 | — | — | — | $3.1M | 9.3% | |
| Great Gray Trust Great Gray Trust American Funds 2045 | — | — | — | $2.9M | 8.7% | |
| Great Gray Trust Great Gray Trust American Funds 2040 | — | — | — | $2.5M | 7.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.8M | 5.5% | |
| Fidelity 500 Index | — | — | — | $1.7M | 5.1% | |
| Great Gray Trust Great Gray Trust American Funds 2050 | — | — | — | $1.6M | 4.8% | |
| Great Gray Trust Great Gray Trust American Funds 2055 | — | — | — | $1.4M | 4.3% | |
| Great Gray Trust Great Gray Trust American Funds 2060 | — | — | — | $1.0M | 3.2% | |
| Empower Annuity Insurance Company of America El Fixed Account - Series Class IV | — | — | — | $920K | 2.8% | |
| Great Gray Trust Great Gray Trust American Funds 2020 | — | — | — | $663K | 2.0% | |
| Invesco Small Cap Value | — | — | — | $645K | 2.0% | |
| Putnam Large Cap Value | — | — | — | $560K | 1.7% | |
| Janus Henderson Janus Henderson Enterprise | — | — | — | $535K | 1.6% | |
| Fidelity Total Bond | — | — | — | $499K | 1.5% | |
| Great Gray Trust Great Gray Trust American Funds 2010 369 Great Gray Trust Great Gray Trust American Funds 2015 | — | — | — | $350K | 1.1% | |
| Fidelity Mid Cap Index | — | — | — | $304K | 0.9% | |
| Vanguard Great Gray Trust American Funds 2065 | — | — | — | $284K | 0.9% | |
| MFS INTL GROWTH EQUITY(IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $259K | 0.8% | |
| Allspring Special Mid Cap Value | — | — | — | $228K | 0.7% | |
| PGIM Jennison Small Company | — | — | — | $154K | 0.5% | |
| Invesco Global Strategic Income | — | — | — | $120K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $116K | 0.4% | |
| American Funds American Funds New World | — | — | — | $82K | 0.2% | |
| Fidelity International Index | — | — | — | $73K | 0.2% | |
| American Funds American Funds Mortgage | — | — | — | $34K | 0.1% | |
| Allspring Real Return | — | — | — | $16K | <0.1% | |
| Putnam International Value | — | — | — | $3K | <0.1% | |
| GREATGRAY TRST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $369 | <0.1% |