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Original filing (PDF)20260130081156NAL0007435986001
AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION
Form 5500
FILING_RECEIVED
AEPS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.5 mo35% in single holding~150 bps in Sched C fees
Active participants
236
Accounts w/ balance
178
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
24 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
90
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- Top holding "Great Gray Trust Company IndexSelect Moderate Retirement CIT (1)" is 35% of plan.
- 150 bps in Schedule C fees — 188% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION.
Plan sponsor
Name
AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION
EIN
42-1606508
Address
902 CRYSTAL FALLS PKWY · LEANDER, TX · 78641
Phone
(512) 380-9700
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-30
Pension benefit codes
2X · Other multiple-employer DC plan
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
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 | $76K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $16K | — |
Investments
14 direct securities · 24 pooled funds· $7.4M(99% 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.
Common Collective Trust
$6.7M
24 holdings
Uncategorized
$646K
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.6M | 34.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.8M | 23.9% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.3M | 17.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $837K | 11.3% | |
| Participant notes receivable Loans bearing interest at rates ranging from 5.25% to 10.5%, to be repaid through 2034 – | — | — | — | $208K | 2.8% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $157K | 2.1% | |
| Vanguard Small Cap Index Fund (1) | — | — | — | $110K | 1.5% | |
| Fidelity Concord Street Trust Fidelity 500 Index (1) | — | — | — | $84K | 1.1% | |
| Great Gray Trust Company IndexSelect Conservative 2035 CIT (1) 1 Great Gray Trust Company IndexSelect Conservative Retirement CIT (1) | — | — | — | $59K | 0.8% | |
| INDEX SELECT CONSERVATIVE RETIRE CL GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $59K | 0.8% | |
| Fidelity Concord Street Trust Fidelity Blue Chip Growth Fund (1) | — | — | — | $48K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $44K | 0.6% | |
| Macquarie Mid Cap Growth Fund (1) 660 Vanguard Mid Cap Index Fund (1) | — | — | — | $37K | 0.5% | |
| Federated Hermes Federated Hermes Total Return Bond (1) | — | — | — | $22K | 0.3% | |
| DFA Investment Dimensions Group, Inc. DFA Real Estate Sec Portfolio Fund (1) | — | — | — | $21K | 0.3% | |
| Virtus Ceredex Virtus Ceredex Mid Cap Value Equity Fund (1) | — | — | — | $15K | 0.2% | |
| Hartford Mutual Funds Inc. Hartofrd International Opp Fund (1) | — | — | — | $13K | 0.2% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Account (1) | — | — | — | $12K | 0.2% | |
| American Century Mutual Funds, Inc. American Century Small Cap Growth Fund (1) 809 Columbia Funds Series Trust Columbia Dividend Income Fund (1) | — | — | — | $9K | 0.1% | |
| Great Gray Trust Company IndexSelect Aggressive Retirement CIT (1) | — | — | — | $6K | <0.1% | |
| INDEX SELECT AGGRESSIVE RETIRE CL I GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $6K | <0.1% | |
| Franklin Value Investors Trust Franklin Small Cap Value Fund (1) | — | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT AGGRESSIVE 2055 CL I GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT CONSERVATIVE 2025 CL I GREAT GRAY · EIN 81-4447624 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MODERATE 2025 CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MODERATE 2055 CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT AGGRESSIVE 2025 CL I GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MODERATE RETIRE CL I GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT AGGRESSIVE 2035 CL I GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT AGGRESSIVE 2045 CL I GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MODERATE 2035 CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MODERATE 2045 CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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