Retirement plan

AD ASTRA INFORMATION SYSTEMS, L.L.C. 401(K) PLAN

Name: AD ASTRA INFORMATION SYSTEMS, L.L.C. - AD ASTRA INFORMATION SYSTEMS, L.L.C. 401(K) PLAN (2025) Form 5500
Creator: AD ASTRA INFORMATION SYSTEMS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AD ASTRA INFORMATION SYSTEMS, L.L.C. 401(K) PLAN, AD ASTRA INFORMATION SYSTEMS, L.L.C.

AD ASTRA INFORMATION SYSTEMS, L.L.C.EIN 48-1177176Plan #001PY 2025

6900 WEST 80TH STREET, SUITE 300 - OVERLAND PARK, KS 66204913-652-4100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.1M

+11.3% from 2024

Total participants

164

+4.5% from 2024

Average account balance

$117,020

+5.8% from 2024

Annual return

17.48%

+1.83 pp from 2024

Benchmarks

See 2,035 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort2,035 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.07M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

163

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6 years Service code 64 · EIN 23-1945930	Recordkeeping Fees	$14,033
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE LINE WEALTH Service code 27 11292 W 146 TER · OLATHE, KS 66062	Advisory (Plan)	$6,500
DEMARS PENSION CONSULTING SERVICES7 years Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210	Contract Administrator	$1,670
MORNINGSTAR5 years Service code 72 22 W. WASHINGTON STREET #7 · CHICAGO, IL 60602	Other investment fees and expenses	$1,364

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20K

$170 / participant

Recordkeeping$20K100.0%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PICKETT, CHANEY & MCMULLEN LLP
Auditor EIN: 481246310
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,020

$88,360+32.4%

$145,433-19.5%

$67,986+72.1%

Participation rate

99.2%

65.5%+33.7pp

82.1%+17.0pp

57.2%+41.9pp

Annual return

17.48%

63.15%-45.7pp

66.58%-49.1pp

31.67%-14.2pp

Employer contribution / active EE

$3,599

$3,054+17.8%

$4,554-21.0%

$2,019+78.3%

Participant deferral / active EE

$8,412

$5,932+41.8%

$7,897+6.5%

$3,358+150.5%

Admin fee / account holder

$123

$3,313-96.3%

$13,129-99.1%

$3,203-96.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6 years

Service code 64 · EIN 23-1945930

Recordkeeping Fees

$14,033

STATE STREET GLOBAL ADVISORS2 years

Filed as: STATE LINE WEALTH

Service code 27

11292 W 146 TER · OLATHE, KS 66062

Advisory (Plan)

$6,500

DEMARS PENSION CONSULTING SERVICES7 years

Service code 13

8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210

Contract Administrator

$1,670

MORNINGSTAR5 years

Service code 72

22 W. WASHINGTON STREET #7 · CHICAGO, IL 60602

Other investment fees and expenses

$1,364

AD ASTRA INFORMATION SYSTEMS, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AD ASTRA INFORMATION SYSTEMS, L.L.C. 401(K) 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