How big is AM Technical Solutions' plan?

AM Technical Solutions' plan reported $42.4M in assets and 862 participants for 2024.

Original filing (PDF)20250912130816NAL0001325473001

AM Technical Solutions

Name: AM Technical Solutions — AM Technical Solutions, Form 5500 (2024)
Creator: AM Technical Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AM Technical Solutions 401(k)/PS

401(k) retirement plan · AM Technical Solutions' AM Technical Solutions 401(k)/PS held $42.4M in plan assets for 862 participants in 2024, with Fidelity as recordkeeper.

Active participants

862

Accounts w/ balance

660

Plan assets (EOY)

$42.4M

Net assets (EOY)

$42.4M

People on this filing

Michael McAndrew signed AM Technical Solutions' 2024 Form 5500 as plan administrator.

Michael McAndrew — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AM Technical Solutions' EIN is 74-2717823.

EIN 74-2717823

Plan number 001

Plan year 2024

ACK ID 20250912130816NAL0001325473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AM Technical Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AM Technical Solutions' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AM TECHNICAL SOLUTIONS.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

AM TECHNICAL SOLUTIONS

EIN

all filings

Address

13809 RESEARCH BLVD. · SUITE 685 · AUSTIN, TX · 78750

Phone

(888) 729-1548

Industry

Engineering Services· Professional & Technical Services

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

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAH ADVISORS LLC	87-1654179	—	ADVISOR	$30K	—
STRATEGIC ADVISORS, INC.	04-2654524

Investments

35 direct securities· $41.8M(99% of reported assets)

Mutual Funds

$35.5M

28 holdings

Common Collective Trusts

$3.2M

4 holdings

Other securities

$2.2M

2 holdings

Bonds / Notes

$943K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund K Mutual fund	Mutual Funds	—	—	$6.9M	16.2%
Fidelity Growth Company Fund K Mutual fund	Mutual Funds	—	—	$2.9M	6.7%
Fidelity Freedom 2030 Fund K Mutual fund	Mutual Funds	—	—	$2.8M	6.6%
Fidelity Freedom 2055 Fund K Mutual fund	Mutual Funds	—	—	$2.3M	5.5%
MFS Blended Research Core Equity Fund R6 Mutual fund	Mutual Funds	—	—	$2.1M	4.9%
Fidelity Government Money Market Fund Exchange-traded fund	Mutual Funds	—	—	$2.0M	4.6%
Fidelity Freedom 2025 Fund K Mutual fund	Mutual Funds	—	—	$1.9M	4.5%
Columbia Dividend Income Fund A Mutual fund	Other securities	—	—	$1.9M	4.4%
Fidelity Freedom 2045 Fund K Mutual fund	Mutual Funds	—	—	$1.9M	4.4%
Fidelity Freedom 2060 Fund K Mutual fund	Mutual Funds	—	—	$1.9M	4.4%
Fidelity Freedom 2035 Fund K Mutual fund	Mutual Funds	—	—	$1.8M	4.3%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$1.5M	3.6%
Fidelity Freedom 2050 Fund K Mutual fund	Mutual Funds	—	—	$1.5M	3.5%
Fidelity Freedom 2040 Fund K Mutual fund	Mutual Funds	—	—	$1.3M	3.0%
Fidelity OTC Portfolio Mutual fund	Mutual Funds	—	—	$1.1M	2.7%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$967K	2.3%
Participant Loans Interest rates: 4.25% - 9.50% -0-	Bonds / Notes	—	—	$943K	2.2%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$805K	1.9%
Fidelity Freedom 2065 Fund K Mutual fund	Mutual Funds	—	—	$563K	1.3%
Fidelity Overseas Fund Mutual fund	Mutual Funds	—	—	$550K	1.3%
Fidelity Emerging Markets Fund Mutual fund	Mutual Funds	—	—	$431K	1.0%
Fidelity Value Fund Mutual fund	Mutual Funds	—	—	$417K	1.0%
Fidelity Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$410K	1.0%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$397K	0.9%
Fidelity Low-Priced Stock Fund Mutual fund	Mutual Funds	—	—	$365K	0.9%
PGIM Jennison Mid-Cap Growth Fund R6 Mutual fund	Other securities	—	—	$357K	0.8%
Fidelity Short-Term Bond Fund Mutual fund	Mutual Funds	—	—	$339K	0.8%
Fidelity Puritan Fund Mutual fund	Mutual Funds	—	—	$320K	0.8%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$281K	0.7%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$275K	0.6%
Fidelity Freedom Income Fund K Mutual fund	Mutual Funds	—	—	$191K	0.4%
Fidelity Freedom 2015 Fund K Mutual fund	Mutual Funds	—	—	$188K	0.4%
Fidelity Freedom 2020 Fund K Mutual fund	Mutual Funds	—	—	$178K	0.4%
Fidelity Real Estate Investment Portfolio Mutual fund	Mutual Funds	—	—	$107K	0.3%
Fidelity Mid-Cap Stock Fund Mutual fund	Mutual Funds	—	—	$32K	<0.1%