How big is Aechelon Technology, Inc.'s plan?

Aechelon Technology, Inc.'s plan reported $42.7M in assets and 180 participants for 2024.

Original filing (PDF)20250819213015NAL0002574401001

Aechelon Technology, Inc.

Name: Aechelon Technology, Inc. — Aechelon Technology, Form 5500 (2024)
Creator: Aechelon Technology, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aechelon Technology 401(k) Plan

401(k) retirement plan · Aechelon Technology, Inc.'s Aechelon Technology 401(k) Plan held $42.7M in plan assets for 180 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Corrective distributions issuedHigh average account balanceSelf-directed brokerage offered

Active participants

180

Accounts w/ balance

225

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

People on this filing

Chris Blumenthal signed Aechelon Technology, Inc.'s 2024 Form 5500 as plan administrator.

Chris Blumenthal — 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

Aechelon Technology, Inc.'s EIN is 77-0493667.

EIN 77-0493667

Plan number 001

Plan year 2024

ACK ID 20250819213015NAL0002574401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aechelon Technology, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aechelon Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (95th percentile).

Plan sponsor

Name

AECHELON TECHNOLOGY, INC.

EIN

all filings

Address

611 GATEWAY BOULEVARD, SUITE 300 · SOUTH SAN FRANCISCO, CA · 94080

Phone

(415) 324-4811

Industry

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

2025-08-19

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PURSHE KAPLAN STERLING INV	13-3749682	—	ADVISOR	$0	—

Investments

50 direct securities· $42.7M(100% of reported assets)

Mutual Funds

$22.1M

24 holdings

Common Collective Trusts

$10.4M

5 holdings

Other securities

$5.8M

16 holdings

Self-Directed Brokerage

$4.0M

4 holdings

Common Stocks

$417K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$7.4M	17.3%
American Funds 2050 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$4.2M	9.9%
American Funds 2045 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$3.5M	8.2%
American Funds 2055 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$2.7M	6.3%
American Funds 2040 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$2.6M	6.1%
American Funds 2035 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$2.6M	6.0%
Self Directed Brokerage Accounts Brokerage Link Common Stock	Self-Directed Brokerage	—	—	$2.5M	5.8%
JPMorgan Large Cap Growth Fund-R3 Mutual fund	Other securities	—	—	$1.7M	4.1%
Columbia Mid Cap Index Fund A Mutual fund	Common Collective Trusts	—	—	$1.6M	3.7%
Fidelity Government Money Market Daily Money Class Fund Money market fund	Mutual Funds	—	—	$1.5M	3.5%
Columbia Seligman Comms & Info A Fund Mutual fund	Other securities	—	—	$957K	2.2%
Columbia Small Cap Index Fund A Mutual fund	Common Collective Trusts	—	—	$891K	2.1%
American Funds 2030 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$888K	2.1%
Fidelity Brokerage Link Cash Money market fund	Self-Directed Brokerage	—	—	$838K	2.0%
Self Directed Brokerage Accounts Brokerage Link Unit	Self-Directed Brokerage	—	—	$666K	1.6%
Fidelity Advisor Health Care Fund Class A Mutual fund	Mutual Funds	—	—	$589K	1.4%
BlackRock Core Bond Instl Fund Mutual fund	Other securities	—	—	$564K	1.3%
American Funds 2060 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$540K	1.3%
Putnam Large Cap Value Fund Mutual fund	Mutual Funds	—	—	$540K	1.3%
Calvert US Large Cap Core Rspnb Idx A Mutual fund	Common Collective Trusts	—	—	$525K	1.2%
Fidelity Advisor Balanced A Mutual fund	Mutual Funds	—	—	$487K	1.1%
Victory Sycamore Established Value Fund Class A Mutual fund	Other securities	—	—	$419K	1.0%
Allspring Small Company Growth A Mutual fund	Common Stocks	—	—	$417K	1.0%
American Funds 2025 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$378K	0.9%
Federated Hermes MDT Mid Cap Growth R6 Mutual fund	Other securities	—	—	$352K	0.8%
Fidelity Advisor Strategic Income Fund Class A Mutual fund	Mutual Funds	—	—	$350K	0.8%
Columbia Overseas Value Fund Class A Mutual fund	Other securities	—	—	$321K	0.8%
FA Capital & Income Fund Class A Mutual fund	Other securities	—	—	$283K	0.7%
American Funds 2065 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$270K	0.6%
Notes receivable from participants March 2034 -	Other securities	—	—	$255K	0.6%
Cohen & Steers MLP & Energy Opportunity Fund A Mutual fund	Other securities	—	—	$234K	0.5%
Invesco Small Cap Value Fund Class A Mutual fund	Mutual Funds	—	—	$213K	0.5%
Fidelity Advisor Emerging Markets Discovery Mutual fund	Mutual Funds	—	—	$193K	0.5%
First Eagle Global A Fund Mutual fund	Other securities	—	—	$193K	0.5%
Fidelity Advisor Stock Sel All Cp Mutual fund	Mutual Funds	—	—	$178K	0.4%
PIMCO Income A Mutual fund	Mutual Funds	—	—	$151K	0.4%
Wells Fargo Precious Metals Fund Mutual fund	Other securities	—	—	$141K	0.3%
Eaton Vance Atlanta Capital SMID-Cap Fund A Mutual fund	Other securities	—	—	$92K	0.2%
Fidelity Advisor Total Bond Mutual fund	Mutual Funds	—	—	$90K	0.2%
Cohen & Steers Real Estate Securities Fund A Mutual fund	Other securities	—	—	$80K	0.2%
American Funds 2020 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$80K	0.2%
DoubleLine Low Duration Bond N Fund Mutual fund	Other securities	—	—	$75K	0.2%
American Funds 2010 Target Date Retirement Fund R4 Mutual fund	Mutual Funds	—	—	$70K	0.2%
MFS International Growth R3 Fund Mutual fund	Mutual Funds	—	—	$57K	0.1%
Eaton Vance Total Return Bond Fund Mutual fund	Other securities	—	—	$57K	0.1%
Morgan Stanley Global Bond Fund A Mutual fund	Other securities	—	—	$38K	<0.1%
Putnam Core Equity Fund A Mutual fund	Mutual Funds	—	—	$30K	<0.1%
Calvert US Large Cap Core Rspnb Idx A Mutual fund	Common Collective Trusts	—	—	$20K	<0.1%
Fidelity Advisor Energy Class A Mutual fund	Mutual Funds	—	—	$13K	<0.1%
Self Directed Brokerage Accounts Brokerage Link External Fund	Self-Directed Brokerage	—	—	$11K	<0.1%