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Original filing (PDF)20250731110908NAL0005947761001
A-7 AUSTIN, LLC
Form 5500
FILING_RECEIVED
A-7 AUSTIN, LLC 401(K) PLAN
401(k) retirement plan
Active participants
278
Accounts w/ balance
322
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
32 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 A-7 AUSTIN, LLC.
Plan sponsor
Name
A-7 AUSTIN, LLC
EIN
20-1164703
Address
2541 WEST FARMERS AVENUE · AMARILLO, TX · 79118
Phone
(806) 350-8031
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
2025-07-31
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
JOHNSON AND SHELDON, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMARILLO NATIONAL BANK | — | AMARILLO, TX | INVESTMENT ADVISOR | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
31 direct securities· $9.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock 80/20 TARGET ALLOCATION K | — | — | — | $1.7M | 17.0% | |
| BlackRock 60/40 TARGET ALLOCATION K | — | — | — | $1.5M | 14.8% | |
| Fidelity 500 INDEX | — | — | — | $991K | 10.0% | |
| TIAA TIAA- CREF LARGE- CAP GR IDX INSTL | — | — | — | $876K | 8.8% | |
| BlackRock LIFEPATH INDEX 2055 K | — | — | — | $587K | 5.9% | |
| BlackRock LIFEPATH INDEX 2050 K | — | — | — | $576K | 5.8% | |
| BlackRock 20/80 TARGET ALLOCATION K | — | — | — | $488K | 4.9% | |
| Fidelity MID CAP INDEX | — | — | — | $416K | 4.2% | |
| BlackRock LIFEPATH INDEX 2030 K | — | — | — | $389K | 3.9% | |
| BlackRock 40/60 TARGET ALLOCATION K | — | — | — | $289K | 2.9% | |
| BlackRock LIFEPATH INDEX 2060 K | — | — | — | $244K | 2.5% | |
| JP Morgan JPMORGAN GROWTH ADVANTAGE R6 | — | — | — | $210K | 2.1% | |
| BlackRock LIFEPATH INDEX 2065 K | — | — | — | $207K | 2.1% | |
| Schwab INTERNATIONAL INDEX | — | — | — | $187K | 1.9% | |
| BlackRock LIFEPATH INDEX 2045 K | — | — | — | $173K | 1.7% | |
| BlackRock LIFEPATH INDEX 2040 K | — | — | — | $162K | 1.6% | |
| BlackRock HIGH YIELD BOND PORTFOLIO K | — | — | — | $131K | 1.3% | |
| TIAA TIAA- CREF LARGE- CAP VALUE IDX INST | — | — | — | $97K | 1.0% | |
| BlackRock CORE BOND K | — | — | — | $78K | 0.8% | |
| T. Rowe Price T. ROWE PRICE U. S. TREASURY INTERM INDEXPRKIX | — | — | — | $77K | 0.8% | |
| BlackRock LIFEPATH INDEX 2035 K | — | — | — | $75K | 0.8% | |
| TIAA TIAA- CREF SMALL- CAP BLEND IDX INST | — | — | — | $64K | 0.6% | |
| Goldman Sachs GOLDMAN SACHS SM CAP VAL INSIGHTS INSTL | — | — | — | $59K | 0.6% | |
| BlackRock LIFEPATH INDEX RETIREMENT K | — | — | — | $57K | 0.6% | |
| Columbia SHORT TERM BOND INST | — | — | — | $53K | 0.5% | |
| Invesco Advisers, Inc. INVESCO PREMIER US GOVERNMENT MONEY INSTIUGXX | — | — | — | $25K | 0.2% | |
| Meridian Funds MFS GLOBAL OPPORTUNISTIC BOND R6 | — | — | — | $18K | 0.2% | |
| Federated HERMES INTERNATION LEADER R6 | — | — | — | $12K | 0.1% | |
| First Eagle FIRST EAGLE GLOBAL FUND | — | — | — | $9K | <0.1% | |
| Fidelity FREEDOM 2050 K6 | — | — | — | $6K | <0.1% | |
| Fidelity FREEDOM 2060 K6 | — | — | — | $6K | <0.1% |
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