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APPLIED ECOLOGICAL INSTITUTE, INC. — APPLIED ECOLOGICAL INSTITUTE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717141159NAL0000196195001
APPLIED ECOLOGICAL INSTITUTE, INC.
Form 5500-SF
FILING_RECEIVED
APPLIED ECOLOGICAL INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$138K
Net assets (EOY)
$138K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APPLIED ECOLOGICAL INSTITUTE, INC.
.
Find decision makers
Plan sponsor
Name
APPLIED ECOLOGICAL INSTITUTE, INC.
EIN
85-4306479
Address
440 N BARRANCA AVE #1850 · COVINA, CA · 91723
Phone
(805) 689-7967
Industry
Professional & Technical Services
see 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
2025-07-17
Pension benefit codes
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
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$138K · 2 participants
PCG CONSULTING GROUP
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$88.3B
