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Original filing (PDF)20251008095950NAL0009163840001
AUSGAR TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
220
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
49 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 AUSGAR TECHNOLOGIES, INC..
Plan sponsor
Name
AUSGAR TECHNOLOGIES, INC.
EIN
51-0465751
Address
10721 TREENA STREET, SUITE 100 · SAN DIEGO, CA · 92131
Phone
(858) 444-8232
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEVITZACKS CPAS,LLP
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 | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO PENSION CONSULTANTS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
Investments
49 direct securities· $21.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Registered investment company - | — | — | — | $3.9M | 17.8% | |
| VANGUARD TARGET RETIREMENT 2030 INV Registered investment company - | — | — | — | $1.7M | 7.8% | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL Registered investment company - | — | — | — | $1.5M | 6.6% | |
| GUARANTEED INTEREST FUND Guaranteed Interest Contract; Interest Rate (1.66%) - | — | — | — | $1.4M | 6.2% | |
| JANUS HENDERSON BALANCED I Registered investment company - | — | — | — | $1.2M | 5.4% | |
| MFS INTERNATIONAL EQUITY R6 Registered investment company - | — | — | — | $903K | 4.1% | |
| VANGUARD TARGET RETIREMENT 2050 INV Registered investment company - | — | — | — | $885K | 4.0% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered investment company - | — | — | — | $804K | 3.6% | |
| AMERICAN FUNDS NEW WORLD R6 Registered investment company - | — | — | — | $787K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADM Registered investment company - | — | — | — | $772K | 3.5% | |
| VANGUARD TARGET RETIREMENT 2035 INV Registered investment company - | — | — | — | $616K | 2.8% | |
| PIMCO INCOME A Registered investment company - | — | — | — | $578K | 2.6% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Registered investment company - | — | — | — | $544K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2040 INV Registered investment company - | — | — | — | $511K | 2.3% | |
| PGIM TOTAL RETURN BOND Z Registered investment company - | — | — | — | $509K | 2.3% | |
| VANGUARD WELLESLEY INCOME ADM Registered investment company - | — | — | — | $470K | 2.1% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered investment company - | — | — | — | $464K | 2.1% | |
| COLUMBIA SELIGMAN TECH & INFORMATION I3 Registered investment company - | — | — | — | $457K | 2.1% | |
| VANGUARD TARGET RETIREMENT 2045 INV Registered investment company - | — | — | — | $449K | 2.0% | |
| PARTICIPANT LOANS Interest Rates (4.25-9.50%) - $ | — | — | — | $357K | 1.6% | |
| VANGUARD TARGET RETIREMENT INCOME INV Registered investment company - | — | — | — | $351K | 1.6% | |
| PARNASSUS VALUE EQUITY INVESTOR Registered investment company - | — | — | — | $345K | 1.6% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP A Registered investment company - | — | — | — | $302K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 INV Registered investment company - | — | — | — | $247K | 1.1% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $246K | 1.1% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Registered investment company - | — | — | — | $192K | 0.9% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $191K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered investment company - | — | — | — | $182K | 0.8% | |
| BLACKROCK HEALTH SCIENCES OPPS INSTL Registered investment company - | — | — | — | $180K | 0.8% | |
| AMERICAN FUNDS AMERICAN MUTUAL R5E Registered investment company - | — | — | — | $155K | 0.7% | |
| FIRST EAGLE GLOBAL R6 Registered investment company - | — | — | — | $91K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered investment company - | — | — | — | $72K | 0.3% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $71K | 0.3% | |
| AB SMALL CAP GROWTH ADV Registered investment company - | — | — | — | $66K | 0.3% | |
| FIDELITY CAPITAL & INCOME Registered investment company - | — | — | — | $65K | 0.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $52K | 0.2% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $47K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV Registered investment company - | — | — | — | $46K | 0.2% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $38K | 0.2% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered investment company - | — | — | — | $38K | 0.2% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R Registered investment company - | — | — | — | $24K | 0.1% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $21K | <0.1% | |
| FRANKLIN UTILITIES ADV Registered investment company - | — | — | — | $17K | <0.1% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $17K | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 Registered investment company - | — | — | — | $15K | <0.1% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Registered investment company - | — | — | — | $3K | <0.1% |
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