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Original filing (PDF)20251006165648NAL0003830449001
AIS HOLDING COMPANY LLC
Form 5500
FILING_RECEIVED
AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,343
Accounts w/ balance
1,423
Plan assets (EOY)
$80.9M
Net assets (EOY)
$80.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIS HOLDING COMPANY LLC.
Plan sponsor
Name
AIS HOLDING COMPANY LLC
EIN
88-2202150
Address
560 HORIZON DRIVE · SUITE 100 · SUWANEE, GA · 30024
Phone
(678) 728-9100
Industry
Manufacturingsee 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
2025-10-06
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 4 pooled funds· $81.2M(100% 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
$77.3M
29 holdings
Pooled Separate Account
$2.1M
1 holding
Common Collective Trust
$1.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Registered Investment Company | — | — | — | $12.9M | 15.9% | |
| Fidelity Freedom 2030 Fund Registered Investment Company | — | — | — | $11.2M | 13.8% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $8.9M | 11.1% | |
| Fidelity Freedom 2025 Fund Registered Investment Company | — | — | — | $7.8M | 9.7% | |
| Fidelity Freedom 2045 Fund Registered Investment Company | — | — | — | $7.3M | 9.0% | |
| Fidelity Freedom 2040 Fund Registered Investment Company | — | — | — | $7.1M | 8.8% | |
| Fidelity Freedom 2050 Fund Registered Investment Company | — | — | — | $3.9M | 4.8% | |
| Fidelity Freedom 2020 Fund Registered Investment Company | — | — | — | $2.8M | 3.4% | |
| Fidelity Freedom 2055 Fund Registered Investment Company | — | — | — | $2.4M | 3.0% | |
| Participant Loans Interest Rates 3.25% to 9.50% | — | — | — | $2.3M | 2.8% | |
| MASS MUTUAL STABLE VALUE DIV MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 447 | Pooled Separate Account | — | — | $2.1M | 2.6% | |
| American Funds American Mutual Fund R6 Registered Investment Company | — | — | — | $1.6M | 2.0% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| Fidelity Freedom 2060 Fund Registered Investment Company | — | — | — | $1.3M | 1.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $1.2M | 1.5% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $801K | 1.0% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $790K | 1.0% | |
| MFS International Diversification Fund R6 Registered Investment Company | — | — | — | $773K | 1.0% | |
| Fidelity Freedom 2065 Fund Registered Investment Company | — | — | — | $734K | 0.9% | |
| John Hancock Funds Disciplined Value Mid Cap Fund R6 Registered Investment Company | — | — | — | $660K | 0.8% | |
| Invesco Discovery Fund R6 Registered Investment Company | — | — | — | $585K | 0.7% | |
| John Hancock Bond R6 Registered Investment Company | — | — | — | $549K | 0.7% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $526K | 0.7% | |
| Cohen & Steers Realty Shares Fund Registered Investment Company | — | — | — | $403K | 0.5% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $355K | 0.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $336K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Fund Common Collective Trust | — | — | — | $117K | 0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $117K | 0.1% | |
| Fidelity Freedom 2015 Fund Registered Investment Company | — | — | — | $114K | 0.1% | |
| Fidelity Freedom 2010 Fund Registered Investment Company | — | — | — | $71K | <0.1% | |
| Fidelity Freedom Index Income Fund Registered Investment Company | — | — | — | $70K | <0.1% | |
| Fidelity Freedom 2070 Fund Registered Investment Company | — | — | — | $13K | <0.1% | |
| Money Market Fund - Fidelity Government Money Market * Registered Investment Company | — | — | — | $8K | <0.1% |
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