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Original filing (PDF)20251014114650NAL0003831536001
A.I. SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
A.I. SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
454
Accounts w/ balance
678
Plan assets (EOY)
$101.5M
Net assets (EOY)
$101.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.I. SOLUTIONS, INC..
Plan sponsor
Name
A.I. SOLUTIONS, INC.
EIN
52-2005040
Address
4500 FORBES BLVD, SUITE 300 · LANHAM, MD · 20706
Phone
(301) 306-1756
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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
BERMAN, HOPKINS, WRIGHT & LAHAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $61K | — |
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | — | NONE | $30K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $10K | — |
Investments
29 direct securities · 8 pooled funds· $101.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$95.3M
29 holdings
Common Collective Trust
$6.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Fund Mutual Fund | — | — | — | $11.4M | 11.2% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $10.4M | 10.3% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual Fund | — | — | — | $9.9M | 9.8% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual Fund | — | — | — | $9.6M | 9.5% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual Fund | — | — | — | $8.4M | 8.3% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual Fund | — | — | — | $8.0M | 7.9% | |
| T. Rowe Price Institutional Large Cap Grth Fund; Inst'l Cl Mutual Fund | — | — | — | $5.6M | 5.6% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual Fund | — | — | — | $5.0M | 4.9% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | — | — | — | $3.7M | 3.6% | |
| Vanguard Institutional Target Retirement Income Fund Mutual Fund | — | — | — | $3.3M | 3.3% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual Fund | — | — | — | $3.3M | 3.2% | |
| LARGE CAP VALUE FUND III; CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 002 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $2.2M | 2.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $2.1M | 2.1% | |
| JPMorgan US Equity Fund; Class R6 Mutual Fund | — | — | — | $1.7M | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.7M | 1.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $1.5M | 1.4% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.3M | 1.3% | |
| MFS MID CAP VALUE FUND; CLASS 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| MIDCAP GROWTH FUND II; CLASS I1 GREAT GRAY TRUST COMPANY · EIN 92-1941236 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Vanguard Total International Stock Index Fund Admiral Shr Mutual Fund | — | — | — | $1.0M | 1.0% | |
| GREAT GRAY EUROPACIFICGRW TR CLS R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $895K | 0.9% | |
| Vanguard Short-Term Federal Fund Admiral Shares Mutual Fund | — | — | — | $776K | 0.8% | |
| Maturing 2025 through 2044 * Notes Receivable from Participants Interest Rates 5.25% - 10.50% - | — | — | — | $715K | 0.7% | |
| BlackRock High Yield Bond Portfolio, Class K Mutual Fund | — | — | — | $676K | 0.7% | |
| Principal Real Estate Securities Fund; Class R-6 Mutual Fund | — | — | — | $572K | 0.6% | |
| CORE PLUS BOND FUND FEE CLASS I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $543K | 0.5% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual Fund | — | — | — | $524K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares Mutual Fund | — | — | — | $440K | 0.4% | |
| AB Global Bond Fund Class Z Mutual Fund | — | — | — | $376K | 0.4% | |
| Fidelity Emerging Markets Fund; Class K Mutual Fund | — | — | — | $371K | 0.4% | |
| Vanguard Institutional Target Retirement 2070 Fund Mutual Fund | — | — | — | $367K | 0.4% | |
| Columbia Small Cap Value Fund II; Inst'l III Class Mutual Fund | — | — | — | $262K | 0.3% | |
| SMALL CAP GROTH FUND II FEE CLAS R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 003 | Common Collective Trust | — | — | $232K | 0.2% | |
| Putnam Stable Value Fund Fee Class I1 Mutual Fund | — | — | — | $155K | 0.2% | |
| MID CAP GROWTH FUND; FEE CLASS I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS FUND I1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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