Back to filter
Original filing (PDF)20251015140314NAL0002536259001
ASC PROCESS SYSTEM, INC.
Form 5500
FILING_RECEIVED
ASC PROCESS SYSTEM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
253
Accounts w/ balance
236
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASC PROCESS SYSTEM, INC..
Plan sponsor
Name
ASC PROCESS SYSTEM, INC.
EIN
95-4166335
Address
28402 LIVINGSTON AVE · VALENCIA, CA · 91355
Phone
(818) 833-0088
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $5K | — |
Investments
21 direct securities· $20.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R4 Mutual Fund | — | — | — | $4.0M | 19.2% | |
| American Funds New Perspective R4 Mutual Fund | — | — | — | $2.5M | 11.9% | |
| American Funds AMCAP Fund R4 Mutual Fund | — | — | — | $1.9M | 9.2% | |
| American Funds 2035 Target Date Fund R4 Mutual Fund | — | — | — | $1.6M | 7.7% | |
| American Funds Investment Company of Mutual Fund | — | — | — | $1.6M | 7.7% | |
| America R4 American Funds Washington Mutual Investor Mutual Fund | — | — | — | $1.6M | 7.5% | |
| R4 American Funds US Government Money Market Fund | — | — | — | $1.4M | 6.6% | |
| Market R4 American Funds Income Fund of America R4 Mutual Fund | — | — | — | $1.3M | 6.3% | |
| American Funds US Government Securities R4 Mutual Fund | — | — | — | $864K | 4.2% | |
| American Funds 2045 Target Date Fund R4 Mutual Fund | — | — | — | $803K | 3.9% | |
| American Funds 2060 Target Date Fund R4 Mutual Fund | — | — | — | $755K | 3.6% | |
| American Funds 2050 Target Date Fund R4 Mutual Fund | — | — | — | $526K | 2.5% | |
| American Funds 2055 Target Date Fund R4 Mutual Fund | — | — | — | $491K | 2.4% | |
| American Funds 2040 Target Date Fund R4 Mutual Fund | — | — | — | $273K | 1.3% | |
| American Funds 2065 Target Date Fund R4 Mutual Fund | — | — | — | $211K | 1.0% | |
| American Funds 2030 Target Date Fund R4 Mutual Fund | — | — | — | $149K | 0.7% | |
| American Funds 2025 Target Date Fund R4 Mutual Fund | — | — | — | $142K | 0.7% | |
| American Funds 2020 Target Date Fund R4 Mutual Fund | — | — | — | $91K | 0.4% | |
| American Funds Capital World Growth R4 Mutual Fund | — | — | — | $40K | 0.2% | |
| American Funds 2010 Target Date Fund R4 Mutual Fund | — | — | — | $8K | <0.1% | |
| American Funds 2015 Target Date Fund R4 Mutual Fund | — | — | — | $3K | <0.1% |