Original filing (PDF)20250925045431NAL0008827664001

APPLIED MEDICAL TECHNOLOGIES, INC.

Name: APPLIED MEDICAL TECHNOLOGIES, INC. — AIRCLEAN SYSTEMS 401K PLAN, Form 5500 (2024)
Creator: APPLIED MEDICAL TECHNOLOGIES, INC.

Form 5500

FILING_RECEIVED

AIRCLEAN SYSTEMS 401K PLAN

401(k) retirement plan

Signals · 1

40% in single holding

Active participants

124

Accounts w/ balance

190

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "American Target Date 2015 Ret R6 Mutual Fund n/a" is 40% of plan.

Helping the score

Below-peer total fees (14 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED MEDICAL TECHNOLOGIES, INC..

Plan sponsor

Name

APPLIED MEDICAL TECHNOLOGIES, INC.

DBA

AIRCLEAN SYSTEMS

EIN

56-1921532

Address

2179 E LYON STATION RD · CREEDMOOR, NC · 27522

Phone

(919) 255-3220

Industry

Manufacturingsee 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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

STANCIL PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MVP PLAN ADMINISTRATORS, INC.	56-2263714	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GORDON ASSET MANAGEMENT	42-1582751	—	INVESTMENT ADVISOR	$5K	—

Investments

32 direct securities· $8.0M(96% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Target Date 2015 Ret R6 Mutual Fund n/a	—	—	—	$3.2M	38.2%
American Target Date 2040 Ret R6 Mutual Fund n/a	—	—	—	$878K	10.6%
American Target Date 2035 Ret R6 Mutual Fund n/a	—	—	—	$476K	5.7%
American Target Date 2050 Ret R6 Mutual Fund n/a	—	—	—	$460K	5.5%
American Target Date 2045 Ret R6 Mutual Fund n/a	—	—	—	$375K	4.5%
AB Large Cap Growth Z Mutual Fund n/a	—	—	—	$364K	4.4%
American Target Date 2025 Ret R6 Mutual Fund n/a	—	—	—	$346K	4.2%
Lord Abbett Short Dur Income CL R6 Mutual Fund n/a	—	—	—	$285K	3.4%
American Target Date 2030 Ret R6 Mutual Fund n/a	—	—	—	$231K	2.8%
American Target Date 2055 Ret R6 Mutual Fund n/a	—	—	—	$167K	2.0%
Schwab Bank Savings Money Market Deposit Account n/a	—	—	—	$151K	1.8%
Vanguard Mid-Cap Value Index Adm Fd Mutual Fund n/a	—	—	—	$106K	1.3%
Fidelity 500 Index Fd Mutual Fund n/a	—	—	—	$103K	1.2%
Vanguard Total Bond Market Index Adm Mutual Fund n/a	—	—	—	$100K	1.2%
Loomis Sayles Core Plus Bond FD CL Y Mutual Fund n/a	—	—	—	$100K	1.2%
American Target Date 2020 Ret R6 Mutual Fund n/a	—	—	—	$85K	1.0%
PIMCO Income Fd Mutual Fund n/a	—	—	—	$76K	0.9%
JP Morgan Equity Income R6 Mutual Fund n/a	—	—	—	$75K	0.9%
Cohen & Steers Real Estate Sec Z Mutual Fund n/a	—	—	—	$68K	0.8%
Vanguard Small Cap Index Fd Mutual Fund n/a	—	—	—	$63K	0.8%
Blackrock Inflation Protection Bond I Mutual Fund n/a	—	—	—	$58K	0.7%
Vanguard International Growth Adm Fd Mutual Fund n/a	—	—	—	$44K	0.5%
Goldman Sachs Int'l Equity Inc Inst Mutual Fund n/a	—	—	—	$42K	0.5%
PGIM Jennison Global Opp TY Fd R6 Mutual Fund n/a	—	—	—	$29K	0.4%
American Funds New World Ret R6 Mutual Fund n/a	—	—	—	$28K	0.3%
American Target Date 2060 Ret R6 Mutual Fund n/a	—	—	—	$27K	0.3%
UM Funds undiscovered Mgrs Behavioral Mutual Fund n/a	—	—	—	$22K	0.3%
Fuller & Thaler Behavioral Small Cap Mutual Fund n/a	—	—	—	$13K	0.2%
American Target Date 2065 Ret R6 Mutual Fund n/a	—	—	—	$10K	0.1%
Carillon Eagle Mid Cap Growth Fd R6 Mutual Fund n/a	—	—	—	$9K	0.1%
PIMCO GNMA FD Inst'l CL Mutual Fund n/a	—	—	—	$6K	<0.1%
Fidelity Intl Index Fd Mutual Fund n/a	—	—	—	$5K	<0.1%