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Original filing (PDF)20251008052413NAL0005434369001
AWIN INC.
Form 5500
FILING_RECEIVED
AWIN INC. 401K PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
129
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
18 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AWIN INC..
Plan sponsor
Name
AWIN INC.
EIN
99-0360504
Address
8 MARKET PLACE · SUITE 600 · BALTIMORE, MD · 21202
Phone
(443) 252-8810
Industry
Professional & Technical Servicessee 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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
15 direct securities · 3 pooled funds· $5.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$4.4M
15 holdings
Common Collective Trust
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $1.4M | 24.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $868K | 15.7% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $470K | 8.5% | |
| HARTFORD INTERNATIONAL OPP R4 | Registered Investment Companies | — | — | $383K | 6.9% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $294K | 5.3% | |
| PIMCO INV GRADE CRED BOND - A | Registered Investment Companies | — | — | $287K | 5.2% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $254K | 4.6% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $252K | 4.6% | |
| PUTNAM SMALL CAP GROWTH - A | Registered Investment Companies | — | — | $230K | 4.2% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $201K | 3.6% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $190K | 3.4% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $190K | 3.4% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $177K | 3.2% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $92K | 1.7% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $75K | 1.4% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $59K | 1.1% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $50K | 0.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $37K | 0.7% |
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