How big is Applied Control Engineering Inc.'s plan?

Applied Control Engineering Inc.'s plan reported $35.4M in assets and 199 participants for 2024.

Original filing (PDF)20250730120336NAL0001903059001

Applied Control Engineering Inc.

Name: Applied Control Engineering Inc. — Applied Control, Form 5500 (2024)
Creator: Applied Control Engineering Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Applied Control Engineering Inc. 401(k) Retirement Plan

401(k) retirement plan · Applied Control Engineering Inc.'s Applied Control Engineering Inc. 401(k) Retirement Plan held $35.4M in plan assets for 199 participants in 2024, with TIAA as recordkeeper.

Signals · 4

Non-clean audit opinionCorrective distributions issuedHigh average account balance10 service providers

Active participants

199

Accounts w/ balance

216

Plan assets (EOY)

$35.4M

Net assets (EOY)

$35.4M

People on this filing

Paul Graybeal signed Applied Control Engineering Inc.'s 2024 Form 5500 as plan administrator.

Paul Graybeal — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Applied Control Engineering Inc.'s EIN is 51-0333862.

EIN 51-0333862

Plan number 001

Plan year 2024

ACK ID 20250730120336NAL0001903059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Control Engineering Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Control Engineering Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED CONTROL ENGINEERING INC.

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

APPLIED CONTROL ENGINEERING INC

EIN

all filings

Address

700 CREEK VIEW RD · NEWARK, DE · 19711

Phone

(302) 738-8800

Industry

Engineering Services· Professional & Technical Services

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)

Service providers (Schedule C)

10 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-CREF	13-1624203	—	NONE	$0	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PIMCO FUNDS	33-0629048	—	NONE

Investments

32 direct securities· $35.4M(100% of reported assets)

Other securities

$24.6M

18 holdings

Mutual Funds

$7.2M

10 holdings

Cash / Money Market

$2.2M

1 holding

Common Collective Trusts

$1.2M

1 holding

Agency / Mortgage-Backed

$125K

1 holding

Bonds / Notes

$57K

1 holding

					% of plan
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND	Other securities	—	—	$4.6M	13.0%
T. ROWE PRICE MID-CAP GROWTH INV MUTUAL FUND	Other securities	—	—	$3.7M	10.5%
T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH	Cash / Money Market	—	—	$2.2M	6.3%
T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND	Other securities	—	—	$2.1M	5.9%
T. ROWE PRICE SMALL-CAP VALUE INV MUTUAL FUND	Other securities	—	—	$1.9M	5.4%
T. ROWE PRICE MID-CAP VALUE INV MUTUAL FUND	Other securities	—	—	$1.8M	5.2%
AMERICAN FUNDS AMERICAN MUTUAL R6 MUTUAL FUND	Mutual Funds	—	—	$1.8M	5.1%
T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND	Other securities	—	—	$1.7M	4.8%
T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND	Other securities	—	—	$1.4M	4.0%
T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND	Other securities	—	—	$1.4M	3.8%
VANGUARD EXPLORER ADM MUTUAL FUND	Mutual Funds	—	—	$1.3M	3.7%
T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND	Other securities	—	—	$1.3M	3.6%
FIDELITY 500 INDEX MUTUAL FUND	Common Collective Trusts	—	—	$1.2M	3.3%
T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND	Other securities	—	—	$1.0M	2.9%
PIMCO INCOME INSTL MUTUAL FUND	Mutual Funds	—	—	$925K	2.6%
T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND	Other securities	—	—	$878K	2.5%
T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND	Other securities	—	—	$763K	2.2%
FIDELITY INTERNATIONAL INDEX MUTUAL FUND	Mutual Funds	—	—	$750K	2.1%
FIDELITY INTL CPTL APPREC K6 MUTUAL FUND	Mutual Funds	—	—	$722K	2.0%
T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND	Other securities	—	—	$631K	1.8%
ALLSPRING SHORT-TERM BOND PLUS INST MUTUAL FUND	Other securities	—	—	$608K	1.7%
FIDELITY SMALL CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$454K	1.3%
FIDELITY US BOND INDEX MUTUAL FUND	Mutual Funds	—	—	$441K	1.2%
AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND	Mutual Funds	—	—	$427K	1.2%
COHEN & STEERS INSTL REALTY SHARES MUTUAL FUND	Other securities	—	—	$344K	1.0%
FIDELITY MID CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$340K	1.0%
T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND	Other securities	—	—	$325K	0.9%
PIMCO GNMA AND GOVERNMENT SECS INSTL MUTUAL FUND	Agency / Mortgage-Backed	—	—	$125K	0.4%
PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50%	Bonds / Notes	—	—	$57K	0.2%
TCW MTWST TOTAL RETURN BND FND - CLASS P MUTUAL FUND	Other securities	—	—	$57K	0.2%
DODGE & COX INTERNATIONAL STOCK FUND I MUTUAL FUND	Mutual Funds	—	—	$40K	0.1%
T. ROWE PRICE INTL DISCOVERY INV MUTUAL FUND	Other securities	—	—	$38K	0.1%

1–32 of 32

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$21.2M JPMorgan$4.6M Fidelity$3.9M American Funds (Capital Group)$2.2M Vanguard$1.3M PIMCO$1.0M Wells Fargo / Allspring$608K Dodge & Cox$40K

Related plans

Other plans using T. Rowe Price RPS, Inc.

Costco Wholesale Corporation

Costco 401(k) Retirement Plan

$41.0B · 212,976 participants

Intermountain Health Care, Inc.

Intermountain Health 401(k) Plan

$6.8B · 69,032 participants

TD Bank US Holding Company

TD 401(k) Retirement Plan

$6.0B · 32,012 participants

Manufacturers and Traders Trust Co.

M & T Bank Corporation Retirement Savings Plan

$5.2B · 22,296 participants

Entergy Corporation

Savings Plan of Entergy Corporation and Subsidiaries

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$54K	—
AMERICAN FUNDS	95-1411037	—	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	—
JP MORGAN FUNDS	13-2624428	—	NONE	$0	—
ALLSPRING GLOBAL	—	SAN FRANCISCO, CA	NONE	$0	—