Retirement plan

ANGSTROM SCIENCES, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: ANGSTROM SCIENCES, INC. - ANGSTROM SCIENCES, INC. 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: ANGSTROM SCIENCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGSTROM SCIENCES, INC. 401(K) RETIREMENT SAVINGS PLAN, ANGSTROM SCIENCES, INC.

ANGSTROM SCIENCES, INC.EIN 23-2908785Plan #001PY 2024

40 SOUTH LINDEN ST. - DUQUESNE, PA 15110412-469-8466angstromsciences.comLinkedIn11-50 employeessemiconductors

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+14.9% from 2023

Total participants

+3.6% from 2023

Average account balance

$109,910

+10.8% from 2023

Annual return

9.99%

-5.27 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$110K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

147.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1012

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$1491 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.921%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,910

$160,028-31.3%

$147,080-25.3%

$145,884-24.7%

Participation rate

94.7%

84.0%+10.7pp

82.2%+12.6pp

80.3%+14.4pp

Annual return

9.99%

98.60%-88.6pp

420.17%-410.2pp

551.85%-541.9pp

Employer contribution / active EE

$4,137

$5,286-21.7%

$4,933-16.1%

$4,662-11.3%

Participant deferral / active EE

$4,211

$8,422-50.0%

$8,066-47.8%

$6,690-37.1%

Admin fee / account holder

$1,012

$15,030-93.3%

$12,989-92.2%

$13,392-92.4%

ANGSTROM SCIENCES, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGSTROM SCIENCES, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion