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Original filing (PDF)20251015142357NAL0009711970001
APPLIED CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
APPLIED CONSULTANTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
597
Accounts w/ balance
363
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED CONSULTANTS, INC..
Plan sponsor
Name
APPLIED CONSULTANTS, INC.
EIN
75-2383869
Address
2100 N EASTMAN RD · LONGVIEW, TX · 75601
Phone
(903) 643-0956
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HEARD, MCELROY & VESTAL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $37K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $6K | — |
Investments
27 direct securities · 1 pooled fund· $20.9M(99% 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
$20.3M
27 holdings
Common Collective Trust
$579K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Mutual Fund | — | — | — | $4.5M | 21.2% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $2.1M | 9.9% | |
| Oakmark Investor Mutual Fund | — | — | — | $1.7M | 7.9% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.4M | 6.5% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $1.3M | 6.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $1.2M | 5.7% | |
| Invesco Dividend Income A Mutual Fund | — | — | — | $1.1M | 5.0% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $854K | 4.1% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $839K | 4.0% | |
| American Funds American Balanced R3 Mutual Fund | — | — | — | $786K | 3.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $579K | 2.8% | |
| Janus Henderson Triton T Mutual Fund | — | — | — | $558K | 2.7% | |
| American Funds Smallcap World R3 Mutual Fund | — | — | — | $558K | 2.6% | |
| American Funds Europacific Gr R3 Mutual Fund | — | — | — | $535K | 2.5% | |
| PGIM Jennison Mid Cap Growth A Mutual Fund | — | — | — | $459K | 2.2% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $417K | 2.0% | |
| Pimco Investment Grade Corp Bd Cl A Mutual Fund | — | — | — | $333K | 1.6% | |
| Delaware Ivy High Income Y Mutual Fund | — | — | — | $289K | 1.4% | |
| Invesco Developing Markets A Mutual Fund | — | — | — | $281K | 1.3% | |
| Pimco Total Return Fund Cl A Mutual Fund | — | — | — | $249K | 1.2% | |
| Hotchkis And Wiley Small Cap Value A Mutual Fund | — | — | — | $238K | 1.1% | |
| Participant Loans 0-5 yrs., at 4.25 - 9.50 % | — | — | — | $237K | 1.1% | |
| American Century Mid Cap Value Inv Mutual Fund | — | — | — | $219K | 1.0% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $126K | 0.6% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $96K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $30K | 0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $26K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $23K | 0.1% |
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