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Original filing (PDF)20251126171657NAL0002630275001
AKER SOLUTIONS INC.
Form 5500
FILING_RECEIVED
THE AKER SOLUTIONS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
44
Accounts w/ balance
747
Plan assets (EOY)
$116.2M
Net assets (EOY)
$116.2M
How this plan invests
This plan
30 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
99
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKER SOLUTIONS INC..
Plan sponsor
Name
AKER SOLUTIONS INC.
EIN
76-0423235
Address
11700 KATY FREEWAY SUITE 1350 · HOUSTON, TX · 77079
Phone
(713) 685-5700
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $491 | — |
Investments
30 direct securities· $116.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2025 Fund Mutual fund - | — | — | — | $16.2M | 14.0% | |
| Vanguard Institutional Target Retirement Income Fund Mutual fund - | — | — | — | $12.2M | 10.5% | |
| Vanguard Institutional Target Retirement 2030 Fund Mutual fund - | — | — | — | $11.8M | 10.1% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual fund - | — | — | — | $10.4M | 8.9% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual fund - | — | — | — | $9.6M | 8.3% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual fund - | — | — | — | $9.3M | 8.0% | |
| Vanguard Institutional Index Fund Mutual fund - | — | — | — | $7.5M | 6.4% | |
| Guaranteed investment * Prudential Guaranteed Income Fund contract - | — | — | — | $7.4M | 6.4% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual fund - | — | — | — | $6.6M | 5.6% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual fund - | — | — | — | $4.8M | 4.1% | |
| American Funds Washington Mutual Investors Fund; Class R6 Mutual fund - | — | — | — | $3.5M | 3.0% | |
| MFS Massachusetts Inv Growth Stock Fund; Class R6 Mutual fund - | — | — | — | $2.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual fund - | — | — | — | $2.3M | 2.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund - | — | — | — | $2.0M | 1.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund - | — | — | — | $1.2M | 1.1% | |
| MassMutual Select Mid Cap Growth Equity Fund II; Class I Mutual fund - | — | — | — | $1.0M | 0.9% | |
| American Funds EuroPacific Growth Fund; Class R-6 Mutual fund - | — | — | — | $1.0M | 0.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund - | — | — | — | $925K | 0.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund - | — | — | — | $892K | 0.8% | |
| Clearbridge SM Cap Grw 15 Mutual fund - | — | — | — | $864K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Mutual fund - | — | — | — | $834K | 0.7% | |
| Metropolitan West Total Return Bond Fund; P Class Mutual fund - | — | — | — | $788K | 0.7% | |
| Vanguard Small-Cap Value Index Fund Admiral Mutual fund - | — | — | — | $710K | 0.6% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual fund - | — | — | — | $383K | 0.3% | |
| Allspring SP MCV Inst Mutual fund - | — | — | — | $381K | 0.3% | |
| Varying maturity dates and interest rates ranging from * Notes receivable from participants 4.25% to 9.50% - | — | — | — | $317K | 0.3% | |
| Pimco Real Return Fund - Institutional Class Mutual fund - | — | — | — | $314K | 0.3% | |
| Allspring SP SC VAL Inst Mutual fund - | — | — | — | $197K | 0.2% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual fund - | — | — | — | $49K | <0.1% | |
| NB LC Val R6 Mutual fund - | — | — | — | $21K | <0.1% |
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