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Original filing (PDF)20250805120220NAL0005697330001
APPLIED VISUAL TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
RETIREMENT SERVICES GROUP PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
136
Accounts w/ balance
106
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED VISUAL TECHNOLOGY, INC..
Plan sponsor
Name
APPLIED VISUAL TECHNOLOGY, INC.
EIN
59-3514066
Address
4715 DATA COURT · SUITE 100 · ORLANDO, FL · 32817
Phone
(407) 381-5311
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
2025-08-05
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 pooled funds· $1.4M
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | $849K | 59.5% |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $294K | 20.6% |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116871 / PN 533 | Common Collective Trust | $103K | 7.2% |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | $85K | 6.0% |
| AB US SMMDCP GR P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126249 / PN 726 | Common Collective Trust | $67K | 4.7% |
| AB GLB CORE EQ P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139849 / PN 627 | Common Collective Trust | $29K | 2.0% |
| AB US SMMDCP GR P-1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116871 / PN 536 | Common Collective Trust | $0 | <0.1% |
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