Back to filter
Original filing (PDF)20251203173114NAL0000926129001
ASM AFFILIATES, INC.
Form 5500
FILING_RECEIVED
ASM AFFILIATES INC BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASM AFFILIATES, INC..
Plan sponsor
Name
ASM AFFILIATES, INC.
EIN
95-3163341
Address
2701 LOKER AVE. W. #145 · CARLSBAD, CA · 92010
Phone
(760) 804-5757
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-03
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Professional & Technical Services plans
LOUIS CONSULTING LLC
LOUIS CONSULTING 401(K) PLAN
$0
FETZONE INC
FETZONE INC - 401(K)
$0
MAGNETIC SPEAKING
MAGNETIC SPEAKING RETIREMENT TRUST
$0
INC GLOBAL CORP
INC GLOBAL CORP 401K PLAN
$0
NINESIGMA NORTH AMERICA INC.
NINESIGMA NORTHAMERICA INC RETIREMENT SAVINGS PLAN
$0
STRONG ANALYTICS, LLC
STRONG ANALYTICS, LLC 401(K) PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B