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Original filing (PDF)20250715102329NAL0001987601001
APPLIED INFORMATION SCIENCES, INC.
Form 5500
FILING_RECEIVED
APPLIED INFORMATION SCIENCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
608
Plan assets (EOY)
$43.7M
Net assets (EOY)
$42.8M
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED INFORMATION SCIENCES, INC..
Plan sponsor
Name
APPLIED INFORMATION SCIENCES, INC.
EIN
52-1237004
Address
11400 COMMERCE PARK DRIVE · SUITE 600 · RESTON, VA · 201911558
Phone
(703) 860-7800
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
GROSSBERG COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENCHECKS TRUST | 33-6134835 | LA MESA, CA | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.