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Original filing (PDF)20251014131653NAL0001404467001
AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC.
Form 5500
FILING_RECEIVED
AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
267
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC..
Plan sponsor
Name
AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC.
EIN
04-3754877
Address
11075 STRATFIELD COURT · MARRIOTTSVILLE, MD · 21104
Phone
(301) 490-9100
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FAW CASSON & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | NONE | $0 | — |
Investments
36 direct securities · 1 pooled fund· $32.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.6M
36 holdings
Pooled Separate Account
$14.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.6M | 80.7% | |
| INVESTMENTS IN INVESTMENT CONTRACT * Voya Retirement Insurance And Annuity Company Voya Fixed Account | — | — | — | $2.2M | 12.0% | |
| Voya Retirement Insurance And Annuity Company American Funds Growth Fnd R6 | — | — | — | $1.5M | 8.1% | |
| Voya Retirement Insurance And Annuity Company Vangrd 500 Index Fund Adm | — | — | — | $1.4M | 7.8% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2040 Fd Inv | — | — | — | $1.2M | 6.6% | |
| Voya Retirement Insurance And Annuity Company American Funds Gr Inc Pt R6 | — | — | — | $1.0M | 5.6% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2055 Fd Inv | — | — | — | $849K | 4.7% | |
| INVESTMENTS IN SELF-DIRECTED BROKERAGE ACCOUNT Charles Schwab PCRA Self-Directed Brokerage Account | — | — | — | $734K | 4.1% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2050 Fd Inv | — | — | — | $717K | 4.0% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2045 Fd Inv | — | — | — | $660K | 3.6% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2060 Fd Inv | — | — | — | $637K | 3.5% | |
| Voya Retirement Insurance And Annuity Company American Funds EuroPacific R6 | — | — | — | $612K | 3.4% | |
| PARTICIPANT NOTES RECEIVABLE Interest Rate Of 4.25% - 9.50% | — | — | — | $586K | 3.2% | |
| Voya Retirement Insurance And Annuity Company American Funds Am Balanced R6 | — | — | — | $486K | 2.7% | |
| Voya Retirement Insurance And Annuity Company Eaton Vance Atl Cp SMIDCp F R6 | — | — | — | $442K | 2.4% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2035 Fd Inv | — | — | — | $432K | 2.4% | |
| Voya Retirement Insurance And Annuity Company American Funds Cap Wld G&I R6 | — | — | — | $412K | 2.3% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2025 Fd Inv | — | — | — | $397K | 2.2% | |
| Voya Retirement Insurance And Annuity Company PGIM High Yield Fund R6 | — | — | — | $394K | 2.2% | |
| Voya Retirement Insurance And Annuity Company MFS Value Fund R6 | — | — | — | $384K | 2.1% | |
| Voya Retirement Insurance And Annuity Company Amer Bcn Small Cap Value R5 | — | — | — | $336K | 1.9% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2030 Fd Inv | — | — | — | $329K | 1.8% | |
| Voya Retirement Insurance And Annuity Company American Funds Growth Port R6 | — | — | — | $317K | 1.8% | |
| Voya Retirement Insurance And Annuity Company Pioneer Bond Fund K | — | — | — | $283K | 1.6% | |
| Voya Retirement Insurance And Annuity Company American Funds New World R6 | — | — | — | $243K | 1.3% | |
| Voya Retirement Insurance And Annuity Company American Funds Cap Inc Bld R6 | — | — | — | $212K | 1.2% | |
| Voya Retirement Insurance And Annuity Company ClrBrg Mid Cap Fund IS | — | — | — | $200K | 1.1% | |
| Voya Retirement Insurance And Annuity Company DFA US Small Cap Portfolio Ins | — | — | — | $145K | 0.8% | |
| Voya Retirement Insurance And Annuity Company ClrBrg SmCp Grw Fd IS | — | — | — | $129K | 0.7% | |
| Voya Retirement Insurance And Annuity Company DFA Real Estate Secs Port Ins | — | — | — | $126K | 0.7% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire Inc Fd Inv | — | — | — | $102K | 0.6% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2065 Fd Inv | — | — | — | $95K | 0.5% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS * Voya Retirement Insurance And Annuity Company AmCen Mid Cap Value Fund R6 | — | — | — | $55K | 0.3% | |
| Voya Retirement Insurance And Annuity Company American Funds Rt In Pt Cn R6 | — | — | — | $20K | 0.1% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2070 Fd Inv | — | — | — | $13K | <0.1% | |
| Voya Retirement Insurance And Annuity Company PIMCO Real Return Fund Ins | — | — | — | $12K | <0.1% | |
| Voya Retirement Insurance And Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $5K | <0.1% |
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