Back to filter
Original filing (PDF)20251007131512NAL0011389554001
APPLIED ENGINEERING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
APPLIED ENGINEERING SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
178
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 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 APPLIED ENGINEERING SOLUTIONS, INC..
Plan sponsor
Name
APPLIED ENGINEERING SOLUTIONS, INC.
EIN
57-1069096
Address
250 COMMONWEALTH DRIVE, SUITE 200 · GREENVILLE, SC · 29615
Phone
(864) 676-0600
Industry
Engineering Services· 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
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)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $55K | — |
| CAPTRUST | — | RALEIGH, NC | SERVICE PROVIDER | $12K | — |
Investments
20 direct securities · 5 pooled funds· $19.4M(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
$18.6M
20 holdings
Common Collective Trust
$811K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.8M | 14.3% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $2.5M | 12.6% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $2.3M | 12.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.7M | 8.5% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.6M | 8.3% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.3M | 6.5% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.3M | 6.5% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.2M | 6.3% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $820K | 4.2% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $801K | 4.1% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $469K | 2.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $416K | 2.1% | |
| MFS LARGE CAP VALUE CIT - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $359K | 1.8% | |
| Fidelity Intl Index Fnd Registered Investment Company | — | — | — | $329K | 1.7% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $242K | 1.2% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | — | — | — | $211K | 1.1% | |
| Principal SCp Growth Fd I R6 Registered Investment Company | — | — | — | $206K | 1.1% | |
| party date,rate of interest, collateral, par, or maturity date AmBcn Small Cap Value Fund R6 Registered Investment Company | — | — | — | $199K | 1.0% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | — | — | — | $177K | 0.9% | |
| GG TRUST EUROPACIFIC GROWTH - FEE C GREAT GRAY TRUST COMPANY, LLC · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $173K | 0.9% | |
| FIDELITY CIT FIAM CORE PLUS COMMING FIDELITY FUNDS · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $160K | 0.8% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $102K | 0.5% | |
| MFS MID CAP GROWTH FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $68K | 0.4% | |
| (Held at End of Year) APPLIED ENGINEERING SOLUTIONS INC 401K PLAN EIN#57-1069096 Plan# 001 Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $61K | 0.3% | |
| MFS MID CAP VALUE FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $50K | 0.3% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Engineering Services plans
PASSERO ASSOCIATES, DPC
PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN
$19.4M · 173 participants
PERTEET, INC.
PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN
$19.4M · 128 participants
FIVE STONES RESEARCH CORPORATION
FIVE STONES RESEARCH CORPORATION 401(K) PLAN
$19.4M · 202 participants
HAMPTON, LENZINI AND RENWICK, INC.
HAMPTON, LENZINI AND RENWICK, INC. 401(K) PROFIT SHARING PLAN
$19.4M · 92 participants
EHLERT/BRYAN, INC.
THE EHLERT/BRYAN, INC. 401(K) PLAN AND TRUST
$19.4M · 38 participants
CALVERT SYSTEMS ENGINEERING, INC.
CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN
$19.5M · 130 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants