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Original filing (PDF)20251010115844NAL0008105281001
AMPEX DATA SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
AMPEX DATA SYSTEMS CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure29% in single holding
Active participants
118
Accounts w/ balance
186
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Management Trust Company 500 Index Fund" is 29% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPEX DATA SYSTEMS CORPORATION.
Plan sponsor
Name
AMPEX DATA SYSTEMS CORPORATION
EIN
94-3112575
Address
26460 CORPORATE AVE, STE 100 · HAYWARD, CA · 94545
Phone
(650) 367-3013
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBD | — | — | TBD | $34K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $36.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $10.7M | 29.4% | |
| Fidelity Management Trust Company Contrafund - Class K6 | — | — | — | $6.8M | 18.7% | |
| Fidelity Management Trust Company Government Money Market Fund - Premium Class | — | — | — | $3.2M | 8.8% | |
| Fidelity Management Trust Company Freedom 2030 Fund - Class K6 | — | — | — | $3.0M | 8.3% | |
| Fidelity Management Trust Company Blue Chip Growth Fund - Class K | — | — | — | $2.4M | 6.5% | |
| Fidelity Management Trust Company Low Priced Stock Fund - Class K | — | — | — | $1.6M | 4.5% | |
| MFS Fund Distributors Massachusetts Investors Trust - Class R6 | — | — | — | $1.3M | 3.6% | |
| Fidelity Management Trust Company Freedom 2025 Fund - Class K6 | — | — | — | $1.1M | 3.1% | |
| Oakmark Equity and Income Fund Investor Class | — | — | — | $830K | 2.3% | |
| Fidelity Management Trust Company International Capital Appreciation Fund | — | — | — | $794K | 2.2% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | — | — | — | $553K | 1.5% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $476K | 1.3% | |
| Baron Asset Fund Institutional Class | — | — | — | $470K | 1.3% | |
| Fidelity Management Trust Company Freedom 2035 Fund - Class K6 | — | — | — | $409K | 1.1% | |
| Allspring Special Small Cap Value Fund - Class Adm | — | — | — | $290K | 0.8% | |
| Fidelity Management Trust Company Freedom 2020 Fund - Class K6 | — | — | — | $267K | 0.7% | |
| BrokerageLink Brokerage account | — | — | — | $231K | 0.6% | |
| Invesco Diversified Dividend Fund - Class R6 | — | — | — | $193K | 0.5% | |
| Fidelity Management Trust Company Freedom 2040 Fund - Class K6 | — | — | — | $184K | 0.5% | |
| Goldman Sachs Mid Cap Value Fund - Class R6 | — | — | — | $181K | 0.5% | |
| Fidelity Management Trust Company Freedom 2045 Fund - Class K6 | — | — | — | $166K | 0.5% | |
| Alliance Bernstein Small Cap Growth Portfolio - Class Z | — | — | — | $165K | 0.5% | |
| Fidelity Management Trust Company Freedom 2050 Fund - Class K6 | — | — | — | $154K | 0.4% | |
| Fidelity Management Trust Company Freedom Retirement Income Fund - Class K6 | — | — | — | $150K | 0.4% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $127K | 0.3% | |
| Fidelity Management Trust Company Freedom 2060 Fund - Class K6 | — | — | — | $118K | 0.3% | |
| Fidelity Management Trust Company Global ex U.S. Index Fund | — | — | — | $99K | 0.3% | |
| Fidelity Management Trust Company Freedom 2055 Fund - Class K6 | — | — | — | $97K | 0.3% | |
| Fidelity Management Trust Company Freedom 2065 Fund - Class K6 | — | — | — | $84K | 0.2% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $78K | 0.2% | |
| Invesco International Growth Fund - Class R6 | — | — | — | $47K | 0.1% | |
| Fidelity Management Trust Company Freedom 2015 Fund - Class K6 | — | — | — | $2K | <0.1% |
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