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Original filing (PDF)20250730120336NAL0001903059001
APPLIED CONTROL ENGINEERING INC
Form 5500
FILING_RECEIVED
APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
199
Accounts w/ balance
216
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED CONTROL ENGINEERING INC.
Plan sponsor
Name
APPLIED CONTROL ENGINEERING INC
EIN
51-0333862
Address
700 CREEK VIEW RD · NEWARK, DE · 19711
Phone
(302) 738-8800
Industry
Engineering 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
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WHEELER WOLFENDEN DWARES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $54K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| MET WEST FUNDS | 95-4597302 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| ALLSPRING GLOBAL | — | SAN FRANCISCO, CA | NONE | $0 | — |
Investments
32 direct securities· $35.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND | — | — | — | $4.6M | 13.0% | |
| T. ROWE PRICE MID-CAP GROWTH INV MUTUAL FUND | — | — | — | $3.7M | 10.5% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $2.2M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $2.1M | 5.9% | |
| T. ROWE PRICE SMALL-CAP VALUE INV MUTUAL FUND | — | — | — | $1.9M | 5.4% | |
| T. ROWE PRICE MID-CAP VALUE INV MUTUAL FUND | — | — | — | $1.8M | 5.2% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 MUTUAL FUND | — | — | — | $1.8M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $1.7M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $1.4M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $1.4M | 3.8% | |
| VANGUARD EXPLORER ADM MUTUAL FUND | — | — | — | $1.3M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $1.3M | 3.6% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $1.2M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $1.0M | 2.9% | |
| PIMCO INCOME INSTL MUTUAL FUND | — | — | — | $925K | 2.6% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $878K | 2.5% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $763K | 2.2% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND | — | — | — | $750K | 2.1% | |
| FIDELITY INTL CPTL APPREC K6 MUTUAL FUND | — | — | — | $722K | 2.0% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $631K | 1.8% | |
| ALLSPRING SHORT-TERM BOND PLUS INST MUTUAL FUND | — | — | — | $608K | 1.7% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND | — | — | — | $454K | 1.3% | |
| FIDELITY US BOND INDEX MUTUAL FUND | — | — | — | $441K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND | — | — | — | $427K | 1.2% | |
| COHEN & STEERS INSTL REALTY SHARES MUTUAL FUND | — | — | — | $344K | 1.0% | |
| FIDELITY MID CAP INDEX MUTUAL FUND | — | — | — | $340K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $325K | 0.9% | |
| PIMCO GNMA AND GOVERNMENT SECS INSTL MUTUAL FUND | — | — | — | $125K | 0.4% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $57K | 0.2% | |
| TCW MTWST TOTAL RETURN BND FND - CLASS P MUTUAL FUND | — | — | — | $57K | 0.2% | |
| DODGE & COX INTERNATIONAL STOCK FUND I MUTUAL FUND | — | — | — | $40K | 0.1% | |
| T. ROWE PRICE INTL DISCOVERY INV MUTUAL FUND | — | — | — | $38K | 0.1% |