How big is Applied Information Sciences, Inc.'s plan?

Applied Information Sciences, Inc.'s plan reported $100.0M in assets and 448 participants for 2024.

Original filing (PDF)20251015103715NAL0004314721001

Applied Information Sciences, Inc.

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

Form 5500

FILING_RECEIVED

Applied Information Sciences, Inc. Employees' 401(k) Retirement Plan

401(k) retirement plan · Applied Information Sciences, Inc.'s Applied Information Sciences, Inc. Employees' 401(k) Retirement Plan held $100.0M in plan assets for 448 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

448

Accounts w/ balance

629

Plan assets (EOY)

$100.0M

Net assets (EOY)

$100.0M

Plan identifiers

Applied Information Sciences, Inc.'s EIN is 52-1237004.

EIN 52-1237004

Plan number 002

Plan year 2024

ACK ID 20251015103715NAL0004314721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Information Sciences, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

46 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).

Plan sponsor

Name

APPLIED INFORMATION SCIENCES, INC.

EIN

all filings

Address

11440 COMMERCE PARK DRIVE SUITE 600 · RESTON, VA · 20191

Phone

(703) 860-7800

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GROSSBERG COMPANY LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	FORT WAYNE, IN	CONTRACT ADMINISTRATOR	$200K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENNSYLVANIA PENSION PLANNERS	45-2712335	HARRISBURG, PA	TPA	$53K	—

Investments

46 direct securities· $99.7M(100% of reported assets)

Other securities

$54.8M

26 holdings

Mutual Funds

$40.7M

17 holdings

Stable Value

$3.0M

1 holding

Bonds / Notes

$954K

1 holding

Common Stocks

$335K

1 holding

					% of plan
FIDELITY 500 INDX	Mutual Funds	—	—	$11.5M	11.5%
T. Rowe Price T. Rowe Price Retirement 2040 Class I -	Other securities	—	—	$8.3M	8.3%
Fidelity Advisor Growth Opportunities Class Z -	Mutual Funds	—	—	$6.6M	6.6%
JPMorgan Large Cap Growth Class R6 -	Other securities	—	—	$6.2M	6.2%
T. Rowe Price T. Rowe Price Retirement 2030 Class I -	Other securities	—	—	$5.4M	5.4%
T. Rowe Price T. Rowe Price Retirement 2045 Class I -	Other securities	—	—	$5.1M	5.1%
T. Rowe Price T. Rowe Price Retirement 2035 Class I -	Other securities	—	—	$4.6M	4.6%
T. Rowe Price T. Rowe Price Retirement 2050 Class I -	Other securities	—	—	$4.5M	4.5%
T. Rowe Price T. Rowe Price Retirement 2055 Class I -	Other securities	—	—	$4.2M	4.2%
Lincoln National Life Insurance Company Stable value account - Z365 -	Stable Value	—	—	$3.0M	3.0%
Fidelity Small Cap Index -	Mutual Funds	—	—	$3.0M	3.0%
American Funds New Perspective Class R6 -	Mutual Funds	—	—	$2.8M	2.8%
Allspring Core Bond -	Other securities	—	—	$2.8M	2.8%
Fidelity Mid Cap Index -	Mutual Funds	—	—	$2.7M	2.7%
VANGUARD EQTY INCM	Mutual Funds	—	—	$2.4M	2.4%
Black Rock 60 40 Target Allocation Class K -	Other securities	—	—	$2.4M	2.4%
MFS International Management International Growth II Class R1 -	Mutual Funds	—	—	$2.3M	2.3%
MFS International Management Core Equity Class R6 -	Mutual Funds	—	—	$2.1M	2.1%
MFS International Management Mid Cap Growth Class R6 -	Mutual Funds	—	—	$2.0M	2.0%
Black Rock 20 80 Target Allocation Class K -	Other securities	—	—	$1.7M	1.7%
T. Rowe Price T. Rowe Price Retirement 2025 Class I -	Other securities	—	—	$1.5M	1.5%
Vanguard Energy Index Admiral Shares -	Mutual Funds	—	—	$1.5M	1.5%
Black Rock Inflation Protected Bond Class K -	Other securities	—	—	$1.4M	1.4%
PGIM High Yield Class R6 -	Other securities	—	—	$1.3M	1.3%
Victory Sycamore Capital Established Value Class R6 -	Other securities	—	—	$1.2M	1.2%
Vanguard Emerging Markets Stock Index Admiral Shares -	Mutual Funds	—	—	$990K	1.0%
PARTICIPANT LOANS 4.25% - 9.50%	Bonds / Notes	—	—	$954K	1.0%
Black Rock 80 20 Target Allocation Class K -	Other securities	—	—	$825K	0.8%
MFS International Management Mid Cap Value Fund Class R6 -	Mutual Funds	—	—	$803K	0.8%
Pimco International Bond US Dollar Hedged Institutional Class -	Mutual Funds	—	—	$739K	0.7%
T. Rowe Price T. Rowe Price Retirement 2020 Class I -	Other securities	—	—	$669K	0.7%
T. Rowe Price T. Rowe Price Retirement 2060 Class I -	Other securities	—	—	$659K	0.7%
JPMorgan Small Cap Groth Class R6 -	Other securities	—	—	$567K	0.6%
MFS International Management International Intrinsic Value Class R6 -	Mutual Funds	—	—	$498K	0.5%
Principal Global Real Estate Securities Class R6 -	Other securities	—	—	$439K	0.4%
PGIM Jennison Utility Class R6 -	Other securities	—	—	$412K	0.4%
Franklin Small Cap Value Class R6 -	Mutual Funds	—	—	$377K	0.4%
Victory Sycamore Capital Small Company Opportunity Class R6 -	Common Stocks	—	—	$335K	0.3%
DFA International Small Company Institutional Class -	Mutual Funds	—	—	$290K	0.3%
John Hancock Disciplined Value International Class R6 -	Other securities	—	—	$170K	0.2%
T. Rowe Price T. Rowe Price Retirement 2065 Class I -	Other securities	—	—	$136K	0.1%
DFA International Small Cap Growth Portfolio -	Mutual Funds	—	—	$88K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2015 Class I -	Other securities	—	—	$85K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2010 Class I -	Other securities	—	—	$49K	<0.1%
Black Rock 40 60 Target Allocation Class K -	Other securities	—	—	$11K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2005 Class I -	Other securities	—	—	$7K	<0.1%