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Original filing (PDF)20251014154910NAL0001612867003
AMERICAN INTEGRATED SERVICES, INC.
Form 5500
FILING_RECEIVED
AMERICAN INTEGRATED SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
436
Accounts w/ balance
617
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
33 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
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN INTEGRATED SERVICES, INC..
Plan sponsor
Name
AMERICAN INTEGRATED SERVICES, INC.
EIN
95-4698255
Address
P.O. BOX 92316 · LONG BEACH, CA · 90809
Phone
(310) 522-1168
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | 56-1623293 | — | NONE | $68K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $48K | — |
Investments
33 direct securities· $29.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement Fund 2030 Mutual Fund | — | — | — | $4.4M | 14.2% | |
| American Funds Target Date Retirement Fund 2035 Mutual Fund | — | — | — | $4.0M | 13.0% | |
| American Funds Target Date Retirement Fund 2040 Mutual Fund | — | — | — | $3.3M | 10.6% | |
| American Funds Target Date Retirement Fund 2025 Mutual Fund | — | — | — | $3.2M | 10.4% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $2.1M | 6.7% | |
| American Funds Target Date Retirement Fund 2055 Mutual Fund | — | — | — | $1.7M | 5.6% | |
| American Funds Target Date Retirement Fund 2060 Mutual Fund | — | — | — | $1.4M | 4.6% | |
| American Funds Target Date Retirement Fund 2050 Mutual Fund | — | — | — | $1.4M | 4.4% | |
| Standard Stable Asset Fund Fully Benefit-Responsive Investment Contract | — | — | — | $1.4M | 4.4% | |
| American Funds Target Date Retirement Fund 2045 Mutual Fund | — | — | — | $1.3M | 4.3% | |
| Participant Loans to participants, bearing interest rates ranging from 4.25% to 9.50% | — | — | — | $1.2M | 3.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 3.3% | |
| American Funds Target Date Retirement Fund 2020 Mutual Fund | — | — | — | $914K | 3.0% | |
| T Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $363K | 1.2% | |
| American Funds Target Date Retirement Fund 2010 Mutual Fund ** 32 American Funds Target Date Retirement Fund 2015 Mutual Fund | — | — | — | $347K | 1.1% | |
| MFS International Intrinsic Value Fund Mutual Fund | — | — | — | $243K | 0.8% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $230K | 0.7% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $156K | 0.5% | |
| DFA US Small Cap Fund Mutual Fund | — | — | — | $150K | 0.5% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $135K | 0.4% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $125K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $101K | 0.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $86K | 0.3% | |
| Victory Sycamore Established Value I Fund Mutual Fund | — | — | — | $67K | 0.2% | |
| Invesco Equity and Income Fund Mutual Fund | — | — | — | $64K | 0.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $62K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $50K | 0.2% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $48K | 0.2% | |
| Virtus Zevenbergen Technology Fund Mutual Fund | — | — | — | $42K | 0.1% | |
| Hood River Small Cap Growth Fund Mutual Fund | — | — | — | $34K | 0.1% | |
| JP Morgan Small Cap Value Fund Mutual Fund | — | — | — | $25K | <0.1% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $22K | <0.1% |
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