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Original filing (PDF)20250930203615NAL0016947715001
AMERICAN SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
AMERICAN SYSTEMS CORPORATION EMPLOYEE SAVINGS AND SECURITY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,619
Accounts w/ balance
2,261
Plan assets (EOY)
$232.2M
Net assets (EOY)
$232.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
31 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 AMERICAN SYSTEMS CORPORATION.
Plan sponsor
Name
AMERICAN SYSTEMS CORPORATION
EIN
54-0962497
Address
14151 PARK MEADOW DRIVE SUITE 500 · CHANTILLY, VA · 201512272
Phone
(703) 968-5008
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $222K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
14 direct securities · 19 pooled funds· $241.7M(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.
Common Collective Trust
$151.3M
16 holdings
Uncategorized
$64.3M
13 holdings
Pooled Separate Account
$15.2M
3 holdings
Mutual Funds
$10.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $28.6M | 12.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $23.5M | 10.1% | |
| MFS GROWTH EQUITY S FUND GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $22.3M | 9.6% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.3% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.2% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $13.7M | 5.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.0% | |
| Vanguard Group Vanguard Total Stock Market Index Inst Fund | — | — | — | $11.2M | 4.8% | |
| Vanguard Group Vanguard Windsor II Admiral Fund | Mutual Funds | — | — | $10.8M | 4.7% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.5% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $8.0M | 3.5% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.8M | 3.3% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Separate Account | — | — | — | $5.7M | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5.7M | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5.7M | 2.5% | |
| American Century Investments American Century Small Cap Value Investor Fund | — | — | — | $4.9M | 2.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.0% | |
| American Century Investments American Century Mid Cap Value Investor Fund | — | — | — | $4.1M | 1.8% | |
| Dodge & Cox Dodge & Cox Income X Fund | — | — | — | $3.8M | 1.7% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.7% | |
| {a} Similar Party Description of Investment Current Value Pooled Separate Accounts * Principal Life Insurance Company Principal Diversified International Separate Account | — | — | — | $3.8M | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.8M | 1.6% | |
| MFS MID CAP GROWTH CIT CLASS S GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| American Century Investments American Century Adjusted Bond Institutional Fund | — | — | — | $2.1M | 0.9% | |
| WASATCH CORE GROWTH A CIT SEI TRUST COMPANY · EIN 84-2433108 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.9% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $2.0M | 0.9% | |
| Vanguard Group Vanguard Total International Stock Index Admiral Fund | — | — | — | $1.9M | 0.8% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $889K | 0.4% | |
| Notes receivable from participants Loans to participants (5.23% - 10ASC .50%) | — | — | — | $464K | 0.2% | |
| Dimension Fund Advisors DFA Global Real Estate Securities CI JP Morgan Smart | — | — | — | $442K | 0.2% | |
| Hartford Mutual Funds Hartford World Bond | — | — | — | $338K | 0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $250K | 0.1% |