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Original filing (PDF)20251015160050NAL0002714131001
ASRT, INC.
Form 5500
FILING_RECEIVED
ASRT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
171
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASRT, INC..
Plan sponsor
Name
ASRT, INC.
EIN
82-0943440
Address
4158 ONSLOW PL SE · SMYRNA, GA · 30080
Phone
(678) 772-6469
Industry
All Other Professional 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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
27 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $694K | 14.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $593K | 12.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $572K | 12.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $525K | 11.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $384K | 8.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $379K | 8.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $260K | 5.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $223K | 4.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $201K | 4.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $165K | 3.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $129K | 2.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $103K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $90K | 1.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $70K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $59K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $49K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $42K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $29K | 0.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $23K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $21K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $21K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $19K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $15K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $13K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $6K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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