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Original filing (PDF)20251016172316NAL0003515587001
AMERICAN SERVICES TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
AMERICAN SERVICES TECHNOLOGY, INC. 401(K) & PREVAILING WAGE PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
180
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN SERVICES TECHNOLOGY, INC..
Plan sponsor
Name
AMERICAN SERVICES TECHNOLOGY, INC.
EIN
59-3349421
Address
1028 HARVIN WAY · SUITE 120 · ROCKLEDGE, FL · 32955
Phone
(321) 631-8771
Industry
Admin Support & Waste Mgmtsee 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
2025-10-16
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
CARR RIGGS & INGRAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BATES & COMPANY INC | — | WINTER PARK, FL | CONTRACT ADMIN | $14K | — |
Investments
25 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.6M
25 holdings
Pooled Separate Account
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.2M | 80.0% | |
| Massachusetts Mutual Life Insurance Company Investment Contract | — | — | — | $516K | 19.2% | |
| American Fund Target Date 2040 Variable Annuity | — | — | — | $429K | 16.0% | |
| American Fund Target Date 2020 Variable Annuity | — | — | — | $279K | 10.4% | |
| Select Trowe Price Blue Chip Growth Variable Annuity | — | — | — | $192K | 7.1% | |
| American Fund Target Date 2030 Variable Annuity | — | — | — | $176K | 6.6% | |
| American Fund Target Date 2050 Variable Annuity | — | — | — | $169K | 6.3% | |
| Vanguard 500 Index Adm Variable Annuity | — | — | — | $112K | 4.2% | |
| Select Trp/Frontier MC Growth I Variable Annuity | — | — | — | $92K | 3.4% | |
| American Funds Washington Mutual Variable Annuity | — | — | — | $74K | 2.8% | |
| Invesco International Divers R6 Variable Annuity | — | — | — | $72K | 2.7% | |
| JPMorgan US Government MMkt Instl Variable Annuity | — | — | — | $57K | 2.1% | |
| Invesco Intermediate Vd Factr R6 Variable Annuity | — | — | — | $57K | 2.1% | |
| American Fund Target Date 2025 Variable Annuity | — | — | — | $43K | 1.6% | |
| American Funds Europacific Growth R6 Variable Annuity | — | — | — | $42K | 1.6% | |
| Fidelity Advisor Total Bond Fund Class Z Variable Annuity | — | — | — | $40K | 1.5% | |
| Premier Barings High Yield I Variable Annuity | — | — | — | $37K | 1.4% | |
| Vanguard Total Bond Market Idm Variable Annuity | — | — | — | $37K | 1.4% | |
| Vanguard Total Intl Stock Adm Variable Annuity | — | — | — | $36K | 1.3% | |
| American Fund Target Date 2060 Variable Annuity | — | — | — | $35K | 1.3% | |
| American Fund Target Date 2035 Variable Annuity | — | — | — | $33K | 1.2% | |
| American Fund Target Date 2055 Variable Annuity | — | — | — | $32K | 1.2% | |
| Wells Fargo Special Midcap Value Variable Annuity | — | — | — | $27K | 1.0% | |
| Victory Integrity Small Cap Value Variable Annuity | — | — | — | $21K | 0.8% | |
| American Fund Target Date 2045 Variable Annuity | — | — | — | $16K | 0.6% | |
| Vanguard Mid-Cap Index Adm Variable Annuity | — | — | — | $5K | 0.2% |
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