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Original filing (PDF)20250827131247NAL0009412033001
AUTOMATED PRECISION, INC.
Form 5500
FILING_RECEIVED
AUTOMATED PRECISION, INC. 401(K) & PS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
98
Accounts w/ balance
133
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Columbia Balanced I3 Columbia 0" is 27% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMATED PRECISION, INC..
Plan sponsor
Name
AUTOMATED PRECISION, INC.
EIN
52-1448877
Address
15000 JOHNS HOPKINS DRIVE · ROCKVILLE, MD · 20850
Phone
(240) 268-0400
Industry
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
2025-08-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
E.W. DEPEW, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLES STRATEGIES, LLC | — | NEW YORK, NY | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
31 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Balanced I3 Columbia 0 | — | — | — | $3.1M | 27.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 12.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $859K | 7.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $659K | 5.7% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $587K | 5.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $574K | 5.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $532K | 4.6% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $529K | 4.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $471K | 4.1% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $421K | 3.7% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $342K | 3.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $280K | 2.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $280K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $206K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $190K | 1.7% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $140K | 1.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $138K | 1.2% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $136K | 1.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $111K | 1.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $91K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $76K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $70K | 0.6% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $69K | 0.6% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $48K | 0.4% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $23K | 0.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $22K | 0.2% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $22K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $3K | <0.1% |
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