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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 reported

Investments

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.

InvestmentTypeCurrent value% of plan
AB US LG CP GR CIT W
GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509
Common Collective Trust
$849K59.5%
INVESCO STBL VAL III
INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001
Common Collective Trust
$294K20.6%
AB US SMMDCP VAL P-1
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116871 / PN 533
Common Collective Trust
$103K7.2%
GG PGIM TOT RET BOND
GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471
Common Collective Trust
$85K6.0%
AB US SMMDCP GR P-1
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126249 / PN 726
Common Collective Trust
$67K4.7%
AB GLB CORE EQ P-1
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139849 / PN 627
Common Collective Trust
$29K2.0%
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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