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Original filing (PDF)20260311154425NAL0005393507001
ASTECH HOLDCO, LLC
Form 5500
FILING_RECEIVED
ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.8 mo
Active participants
152
Accounts w/ balance
153
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
59 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
- Filed 3.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASTECH HOLDCO, LLC.
Plan sponsor
Name
ASTECH HOLDCO, LLC
EIN
92-3642395
Address
3030 RED HILL AVE · SANTA ANA, CA · 92705
Phone
(949) 250-2100
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
2026-03-11
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST'L OPS CO | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $17K | — |
Investments
58 direct securities · 2 pooled funds· $24.9M(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
$24.2M
58 holdings
Common Collective Trust
$745K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2025 R6 Registered Investment Company | — | — | — | $1.8M | 14.3% | |
| AF TRGT DATE 2020 R6 Registered Investment Company | — | — | — | $1.7M | 13.2% | |
| AF TRGT DATE 2020 R6 Registered Investment Company | — | — | — | $1.5M | 11.7% | |
| AF TRGT DATE 2025 R6 Registered Investment Company | — | — | — | $1.3M | 9.7% | |
| AF TRGT DATE 2035 R6 Registered Investment Company | — | — | — | $1.1M | 8.6% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $1.1M | 8.2% | |
| MIP II CL 4 Collective Trust | — | — | — | $931K | 7.2% | |
| PUTN LG CAP VAL R6 Registered Investment Company | — | — | — | $909K | 7.1% | |
| AF TRGT DATE 2035 R6 Registered Investment Company | — | — | — | $817K | 6.4% | |
| AB LG CAP GRTH Z Registered Investment Company | — | — | — | $762K | 5.9% | |
| AF TRGT DATE 2050 R6 Registered Investment Company | — | — | — | $760K | 5.9% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $756K | 5.9% | |
| AB LG CAP GRTH Z Registered Investment Company | — | — | — | $751K | 5.8% | |
| AF TRGT DATE 2030 R6 Registered Investment Company | — | — | — | $749K | 5.8% | |
| AF TRGT DATE 2040 R6 Registered Investment Company | — | — | — | $739K | 5.7% | |
| AF TRGT DATE 2055 R6 Registered Investment Company | — | — | — | $736K | 5.7% | |
| AF TRGT DATE 2030 R6 Registered Investment Company | — | — | — | $640K | 5.0% | |
| AF TRGT DATE 2040 R6 Registered Investment Company | — | — | — | $592K | 4.6% | |
| MIP II CL 4 Collective Trust | — | — | — | $576K | 4.5% | |
| MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $576K | 4.5% | |
| AF TRGT DATE 2055 R6 Registered Investment Company | — | — | — | $551K | 4.3% | |
| BLKRK MD CP GR EQ K Registered Investment Company | — | — | — | $481K | 3.7% | |
| PUTN LG CAP VAL R6 Registered Investment Company | — | — | — | $407K | 3.2% | |
| AF TRGT DATE 2050 R6 Registered Investment Company | — | — | — | $390K | 3.0% | |
| maturing through October 2031 | — | — | — | $365K | 2.8% | |
| maturing through October 2031 | — | — | — | $322K | 2.5% | |
| BAIRD AGGR BOND INST Registered Investment Company | — | — | — | $300K | 2.3% | |
| BAIRD AGGR BOND INST Registered Investment Company | — | — | — | $287K | 2.2% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $255K | 2.0% | |
| AF TRGT DATE 2045 R6 Registered Investment Company | — | — | — | $254K | 2.0% | |
| AF TRGT DATE 2045 R6 Registered Investment Company | — | — | — | $203K | 1.6% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $186K | 1.4% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $180K | 1.4% | |
| AF TRGT DATE 2060 R6 Registered Investment Company | — | — | — | $175K | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $169K | 1.3% | |
| FID GOVT MMKT K6 Interest Bearing Cash | — | — | — | $159K | 1.2% | |
| MFS INTL DIVRSN R6 Registered Investment Company | — | — | — | $131K | 1.0% | |
| BLKRK MD CP GR EQ K Registered Investment Company | — | — | — | $123K | 1.0% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $117K | 0.9% | |
| MFS INTL DIVRSN R6 Registered Investment Company | — | — | — | $113K | 0.9% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $105K | 0.8% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $104K | 0.8% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $104K | 0.8% | |
| PUTNAM STABLE VALUE Collective Trust | — | — | — | $94K | 0.7% | |
| AS SPL SM CAP VAL R6 Registered Investment Company | — | — | — | $94K | 0.7% | |
| FID GOVT MMKT K6 Interest Bearing Cash | — | — | — | $81K | 0.6% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $81K | 0.6% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $72K | 0.6% | |
| AM CENT EMG MKTS R6 Registered Investment Company | — | — | — | $47K | 0.4% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $44K | 0.3% | |
| AF TRGT DATE 2065 R6 Registered Investment Company | — | — | — | $42K | 0.3% | |
| AF TRGT DATE 2060 R6 Registered Investment Company | — | — | — | $41K | 0.3% | |
| AM CENT EMG MKTS R6 Registered Investment Company | — | — | — | $40K | 0.3% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $20K | 0.2% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $18K | 0.1% | |
| AS SPL SM CAP VAL R6 Registered Investment Company | — | — | — | $12K | <0.1% | |
| AF TRGT DATE 2065 R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| PUTNAM STABLE VALUE Collective Trust | — | — | — | $4K | <0.1% | |
| CBA SM CAP GR IS Registered Investment Company | — | — | — | $3K | <0.1% | |
| CBA SM CAP GR IS Registered Investment Company | — | — | — | $3K | <0.1% |
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