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Original filing (PDF)20251008132230NAL0003036451001
AMERICAN INNOVATIONS, LTD.
Form 5500
FILING_RECEIVED
AMERICAN INNOVATIONS, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
149
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN INNOVATIONS, LTD..
Plan sponsor
Name
AMERICAN INNOVATIONS, LTD.
EIN
74-2727549
Address
12211 TECHNOLOGY BLVD · AUSTIN, TX · 78727
Phone
(512) 249-3400
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $59K | — |
Investments
29 direct securities · 1 pooled fund· $28.1M(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
$14.5M
28 holdings
Pooled Separate Account
$13.6M
1 holding
Pooled Separate Accounts
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $13.6M | 93.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $2.3M | 15.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.3M | 15.7% | |
| Vanguard Mid-Cap Val Idx Adm | — | — | — | $1.3M | 8.9% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth R6 | — | — | — | $998K | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I | — | — | — | $910K | 6.2% | |
| MFS Value R6 | — | — | — | $846K | 5.8% | |
| Vanguard Developed Markets Index Admiral DC | — | — | — | $831K | 5.7% | |
| Party Rate of Interest, Collateral, Par of Maturity Value Cost Current Value Stable value fund * Standard Insurance Company Guaranteed interest fund | — | — | — | $825K | 5.7% | |
| Fidelity Adv total Bond I | — | — | — | $508K | 3.5% | |
| DFA US Targeted Value I | — | — | — | $471K | 3.2% | |
| Vanguard Wellington Admiral | — | — | — | $449K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I | — | — | — | $411K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I | — | — | — | $378K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I | — | — | — | $282K | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I | — | — | — | $279K | 1.9% | |
| Vanguard Mid Cap Idx Adm | — | — | — | $254K | 1.7% | |
| Vanguard Energy Index Adm | — | — | — | $237K | 1.6% | |
| Vanguard Sm Cap Idx Adm | — | — | — | $230K | 1.6% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | — | — | — | $169K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I | — | — | — | $139K | 1.0% | |
| Vanguard Extd Mkt Ind Adm | — | — | — | $113K | 0.8% | |
| Vanguard Explore Admiral | Pooled Separate Accounts | — | — | $96K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I | — | — | — | $84K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 I | — | — | — | $56K | 0.4% | |
| Vanguard Wellesley Incm Adm | — | — | — | $50K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I | — | — | — | $33K | 0.2% | |
| Fidelity Emerging Markets Index | — | — | — | $20K | 0.1% | |
| Prudential Total Return Bond Z | — | — | — | $16K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I | — | — | — | $5K | <0.1% |
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