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Original filing (PDF)20250801050814NAL0003587411001
AA METALS, INC.
Form 5500
FILING_RECEIVED
AA METALS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
127
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AA METALS, INC..
Plan sponsor
Name
AA METALS, INC.
EIN
02-0701000
Address
11616 LANDSTAR BLVD · ORLANDO, FL · 32824
Phone
(407) 377-0246
Industry
Wholesale Tradesee 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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Investments
26 direct securities · 1 pooled fund· $2.1M(98% 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
$2.0M
26 holdings
Common Collective Trust
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $315K | 15.0% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $288K | 13.7% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $192K | 9.1% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $151K | 7.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $140K | 6.7% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $113K | 5.4% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $113K | 5.4% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $102K | 4.9% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $90K | 4.3% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $78K | 3.7% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $68K | 3.2% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $64K | 3.0% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $56K | 2.6% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $48K | 2.3% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $42K | 2.0% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $34K | 1.6% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $33K | 1.5% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $31K | 1.5% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $30K | 1.4% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $16K | 0.8% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $16K | 0.8% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $15K | 0.7% | |
| AMERICAN CENT REAL ESTATE R | Registered Investment Companies | — | — | $10K | 0.5% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $5K | 0.2% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $4K | 0.2% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMER CENT INFL ADJ BD R | Registered Investment Companies | — | — | $1K | <0.1% |
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