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Original filing (PDF)20250912105740NAL0000901809001
ADVANCED SOLUTIONS INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
184
Accounts w/ balance
195
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 ADVANCED SOLUTIONS INTERNATIONAL, INC..
Plan sponsor
Name
ADVANCED SOLUTIONS INTERNATIONAL, INC.
EIN
74-2613824
Address
9600 GREAT HILLS TRAIL · SUITE 150W · AUSTIN, TX · 78759
Phone
(512) 491-0550
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
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALHOUN, THOMSON AND MATZA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $116K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MET WEST FUNDS | — | LOS ANGELES, CA | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 20-0623152 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| ALLIANCEBERNSTEIN | — | NEW YORK, NY | NONE | $0 | — |
| CALVERT GROUP | 52-1233223 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
Investments
34 direct securities · 1 pooled fund· $40.3M(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
$39.2M
34 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund a | — | — | — | $9.0M | 22.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund a | — | — | — | $4.6M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2030 INV Mutual Fund a | — | — | — | $3.0M | 7.5% | |
| T. ROWE PRICE MID-CAP GROWTH INV Mutual Fund a | — | — | — | $2.7M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 INV Mutual Fund a | — | — | — | $2.6M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2040 INV Mutual Fund a | — | — | — | $2.5M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2045 INV Mutual Fund a | — | — | — | $1.4M | 3.5% | |
| VANGUARD EXPLORER ADM Mutual Fund a | — | — | — | $1.4M | 3.5% | |
| AMERICAN FUNDS AMERICAN MUTUAL R4 Mutual Fund a | — | — | — | $1.3M | 3.4% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund a | — | — | — | $1.1M | 2.8% | |
| T. ROWE PRICE STABLE VALUE E Stable value common trust fund a | — | — | — | $1.1M | 2.8% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2050 INV Mutual Fund a | — | — | — | $997K | 2.5% | |
| T. ROWE PRICE RETIREMENT 2055 INV Mutual Fund a | — | — | — | $922K | 2.3% | |
| T. ROWE PRICE RETIREMENT 2035 INV Mutual Fund a | — | — | — | $813K | 2.0% | |
| FIDELITY SMALL CAP INDEX Mutual Fund a | — | — | — | $675K | 1.7% | |
| FIDELITY MID CAP INDEX Mutual Fund a | — | — | — | $661K | 1.7% | |
| PIMCO INCOME ADM FUND Mutual Fund a | — | — | — | $633K | 1.6% | |
| T. ROWE PRICE RETIREMENT 2020 INV Mutual Fund a | — | — | — | $609K | 1.5% | |
| AMERICAN FUNDS BOND FUND OF MAER R6 Mutual Fund a | — | — | — | $598K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 INV Mutual Fund a | — | — | — | $451K | 1.1% | |
| AMERICAN CENTURY MID CAP VALUER6 Mutual Fund a | — | — | — | $376K | 0.9% | |
| FIDELITY US BOND INDEX Mutual Fund a | — | — | — | $308K | 0.8% | |
| T. ROWE PRICE CAPITAL APPRECIATION INV Mutual Fund a | — | — | — | $303K | 0.8% | |
| FIDELITY INTL CPTL APPREC K6 Mutual Fund a | — | — | — | $274K | 0.7% | |
| Notes receivable from plan participants 20 loans to participants with interest rates ranging from 4.25% to 10% | — | — | — | $271K | 0.7% | |
| PRINCIPAL SMALL CAP R-6 Mutual Fund a | — | — | — | $249K | 0.6% | |
| BLACKROCK SUSTAINABLE ADV LARGECAP CO Mutual Fund a | — | — | — | $141K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R4 Mutual Fund a | — | — | — | $97K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 INV Mutual Fund a | — | — | — | $76K | 0.2% | |
| T. ROWE PRICE INTL DISCOVERY INV Mutual Fund a | — | — | — | $29K | <0.1% | |
| AB GLOBAL BOND ADV Mutual Fund a | — | — | — | $21K | <0.1% | |
| T. ROWE PRICE U.S. TREASURY INTERM INV Mutual Fund a | — | — | — | $14K | <0.1% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV Interest-Bearing Cash a | — | — | — | $10K | <0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV Interest-Bearing Cash a | — | — | — | $2K | <0.1% |
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