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Original filing (PDF)20251014162211NAL0004509360003
AVOSYS TECHNOLOGY INC.
Form 5500
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
118
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVOSYS TECHNOLOGY INC..
Plan sponsor
Name
AVOSYS TECHNOLOGY INC.
EIN
91-1917371
Address
7550 IH 10 W, SUITE 800-003 · SAN ANTONIO, TX · 78229
Phone
(210) 888-0775
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ADKF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $4.1M(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
$2.1M
24 holdings
103-12 Investment Entity
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACTORS RET. PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001 | 103-12 Investment Entity | — | — | $2.0M | 96.5% | |
| International Growth Ret Acct Pooled Separate Account | — | — | — | $441K | 20.9% | |
| PGIM Core Conservative Bond Ret Acct Pooled Separate Account | — | — | — | $250K | 11.9% | |
| State Street S&P Md Cap Indx Ret Acct Pooled Separate Account | — | — | — | $177K | 8.4% | |
| Large Cap Value Ret Acct Pooled Separate Account | — | — | — | $137K | 6.5% | |
| Transamerica Prtnrs Stck Indx Ret Acct Pooled Separate Account | — | — | — | $120K | 5.7% | |
| Transamerica Bond Ret Acct Pooled Separate Account | — | — | — | $114K | 5.4% | |
| American Innovation Ret Acct Pooled Separate Account | — | — | — | $101K | 4.8% | |
| American Century Inflation Adj Bd Ret Acct Pooled Separate Account | — | — | — | $98K | 4.7% | |
| Columbia Contrarian Core Ret Acct Pooled Separate Account | — | — | — | $83K | 3.9% | |
| MFS Mid Cap Growth Ret Acct Pooled Separate Account | — | — | — | $69K | 3.3% | |
| First Eagle Global Ret Acct Pooled Separate Account | — | — | — | $61K | 2.9% | |
| PGIM Select Real Estate Ret Acct Pooled Separate Account | — | — | — | $55K | 2.6% | |
| Martin Currie Emerging Markets Ret Acct Pooled Separate Account | — | — | — | $55K | 2.6% | |
| Federated Hermes MDT Sm Cap Core Ret Acct Pooled Separate Account | — | — | — | $54K | 2.6% | |
| Transamerica Lrg Cap Val Ret Acct Pooled Separate Account | — | — | — | $53K | 2.5% | |
| Notes receivable from participants Interest from 3.25% to 8.50% -0- | — | — | — | $45K | 2.2% | |
| Lord Abbett Sml Cp Grwth Equity Trust Ret Acct Pooled Separate Account | — | — | — | $45K | 2.1% | |
| Transamerica Stable Value Account 4 Insurance Company General Account | — | — | — | $35K | 1.7% | |
| Mid Cap Value Ret Acct Pooled Separate Account | — | — | — | $31K | 1.5% | |
| Pioneer Growth Ret Acct Pooled Separate Account | — | — | — | $31K | 1.5% | |
| Lord Abbett Bond Debenture Ret Opt Pooled Separate Account | — | — | — | $14K | 0.7% | |
| First Eagle Small Cap Opportunity Ret Acct Pooled Separate Account | — | — | — | $5K | 0.2% | |
| BrandywineGLOBAL - Glo Opp Bond Ret Acct Pooled Separate Account | — | — | — | $5K | 0.2% | |
| Transamerica LifeGoal Ret with BlackRck RetAct Pooled Separate Account | — | — | — | $1K | <0.1% |
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