How big is American Integrated Services, Inc.'s plan?

American Integrated Services, Inc.'s plan reported $30.8M in assets and 436 participants for 2024.

Original filing (PDF)20251014154910NAL0001612867003

American Integrated Services, Inc.

Name: American Integrated Services, Inc. — American, Form 5500 (2024)
Creator: American Integrated Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American Integrated Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · American Integrated Services, Inc.'s American Integrated Services, Inc. 401(k) Profit Sharing Plan held $30.8M in plan assets for 436 participants in 2024, with Schwab as recordkeeper.

Active participants

436

Accounts w/ balance

617

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

People on this filing

Cecilia Preciado signed American Integrated Services, Inc.'s 2024 Form 5500 as plan administrator.

Cecilia Preciado — Plan Administrator — Form 5500 signer
Paul David Herrera — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Integrated Services, Inc.'s EIN is 95-4698255.

EIN 95-4698255

Plan number 001

Plan year 2024

ACK ID 20251014154910NAL0001612867003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Integrated Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Integrated Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN INTEGRATED SERVICES, INC..

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AMERICAN INTEGRATED SERVICES, INC.

EIN

all filings

Address

P.O. BOX 92316 · LONG BEACH, CA · 90809

Phone

(310) 522-1168

Industry

Manufacturing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$48K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCGRIFF INSURANCE SERVICES INC	56-1623293	—	NONE	$68K	—

Investments

33 direct securities· $29.7M(96% of reported assets)

Mutual Funds

$25.2M

19 holdings

Other securities

$1.7M

8 holdings

Common Collective Trusts

$1.5M

5 holdings

Bonds / Notes

$1.2M

1 holding

					% of plan
American Funds Target Date Retirement Fund 2030 Mutual Fund	Mutual Funds	—	—	$4.4M	14.2%
American Funds Target Date Retirement Fund 2035 Mutual Fund	Mutual Funds	—	—	$4.0M	13.0%
American Funds Target Date Retirement Fund 2040 Mutual Fund	Mutual Funds	—	—	$3.3M	10.6%
American Funds Target Date Retirement Fund 2025 Mutual Fund	Mutual Funds	—	—	$3.2M	10.4%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$2.1M	6.7%
American Funds Target Date Retirement Fund 2055 Mutual Fund	Mutual Funds	—	—	$1.7M	5.6%
American Funds Target Date Retirement Fund 2060 Mutual Fund	Mutual Funds	—	—	$1.4M	4.6%
American Funds Target Date Retirement Fund 2050 Mutual Fund	Mutual Funds	—	—	$1.4M	4.4%
Standard Stable Asset Fund Fully Benefit-Responsive Investment Contract	Other securities	—	—	$1.4M	4.4%
American Funds Target Date Retirement Fund 2045 Mutual Fund	Mutual Funds	—	—	$1.3M	4.3%
Participant Loans to participants, bearing interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$1.2M	3.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	3.3%
American Funds Target Date Retirement Fund 2020 Mutual Fund	Mutual Funds	—	—	$914K	3.0%
T Rowe Price Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$363K	1.2%
American Funds Target Date Retirement Fund 2010 Mutual Fund ** 32 American Funds Target Date Retirement Fund 2015 Mutual Fund	Mutual Funds	—	—	$347K	1.1%
MFS International Intrinsic Value Fund Mutual Fund	Mutual Funds	—	—	$243K	0.8%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$230K	0.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$156K	0.5%
DFA US Small Cap Fund Mutual Fund	Mutual Funds	—	—	$150K	0.5%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$135K	0.4%
PGIM Total Return Bond Mutual Fund	Other securities	—	—	$125K	0.4%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$101K	0.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	0.3%
Victory Sycamore Established Value I Fund Mutual Fund	Other securities	—	—	$67K	0.2%
Invesco Equity and Income Fund Mutual Fund	Mutual Funds	—	—	$64K	0.2%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$62K	0.2%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$50K	0.2%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$48K	0.2%
Virtus Zevenbergen Technology Fund Mutual Fund	Other securities	—	—	$42K	0.1%
Hood River Small Cap Growth Fund Mutual Fund	Other securities	—	—	$34K	0.1%
JP Morgan Small Cap Value Fund Mutual Fund	Other securities	—	—	$25K	<0.1%
DFA Emerging Markets Core Equity Fund Mutual Fund	Mutual Funds	—	—	$24K	<0.1%
Vanguard Treasury Money Market Fund Mutual Fund	Mutual Funds	—	—	$22K	<0.1%