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Original filing (PDF)20250909150206NAL0012661203001
AUGUSTA SPORTSWEAR, INC.
Form 5500
FILING_RECEIVED
AUGUSTA SPORTSWEAR, INC. RETIREMENT-PROFIT SHARING PLAN
401(k) retirement plan
Active participants
365
Accounts w/ balance
790
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUSTA SPORTSWEAR, INC..
Plan sponsor
Name
AUGUSTA SPORTSWEAR, INC.
EIN
20-1967626
Address
425 PARK WEST DRIVE · GROVETOWN, GA · 30813
Phone
(937) 494-2599
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SEROTTA MADDOCKS EVANS AND CO CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $100K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $11K | — |
| HARDY REED LLC | — | TUPELO, MS | INVESTMENT ADVISOR | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $650 | — |
Investments
33 direct securities· $22.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $3.1M | 14.0% | |
| Vanguard STAR Fund | — | — | — | $2.7M | 12.0% | |
| Fully Benefit-responsive Investment Contract * MassMutual Fixed Interest Account | — | — | — | $2.1M | 9.3% | |
| American Funds Euro Pacific Growth Fund | — | — | — | $1.8M | 8.2% | |
| Alliance Bernstein AB Large Cap Growth | — | — | — | $1.6M | 7.1% | |
| American Funds Fundamental Investments Fund | — | — | — | $1.6M | 7.0% | |
| MassMutual Retirement 2050 Fund | — | — | — | $1.0M | 4.6% | |
| MassMutual Retirement 2040 Fund | — | — | — | $846K | 3.8% | |
| MassMutual Retirement 2030 Fund | — | — | — | $755K | 3.4% | |
| MassMutual Retirement 2035 Fund | — | — | — | $749K | 3.4% | |
| MassMutual Retirement 2045 Fund | — | — | — | $698K | 3.1% | |
| MassMutual Select Overseas Fund | — | — | — | $557K | 2.5% | |
| MassMutual Select Mid Cap Growth Fund | — | — | — | $556K | 2.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $547K | 2.5% | |
| MassMutual Retirement 2060 Fund | — | — | — | $461K | 2.1% | |
| Vanguard Windsor II Fund | — | — | — | $379K | 1.7% | |
| MassMutual Retirement 2055 Fund | — | — | — | $361K | 1.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | — | — | — | $356K | 1.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $289K | 1.3% | |
| Vanguard Total International Stock Fund | — | — | — | $257K | 1.2% | |
| MassMutual Retirement 2025 Fund | — | — | — | $254K | 1.1% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $238K | 1.1% | |
| James Henderson Venture Fund | — | — | — | $238K | 1.1% | |
| MassMutual Core Bond I | — | — | — | $210K | 0.9% | |
| MassMutual Retirement 2020 Fund | — | — | — | $208K | 0.9% | |
| Vanguard Inflation Protected Securities | — | — | — | $206K | 0.9% | |
| Vanguard Social Index Admiral Fund | — | — | — | $158K | 0.7% | |
| Wells Fargo Special Mid Cap Value Fund | — | — | — | $152K | 0.7% | |
| American Beacon Small Cap Value Fund | — | — | — | $141K | 0.6% | |
| MassMutual Retirement 2015 Fund | — | — | — | $117K | 0.5% | |
| Pioneer Bond Fund | — | — | — | $76K | 0.3% | |
| MFS International Growth | — | — | — | $73K | 0.3% | |
| Eaton Vance Income Fund of Boston | — | — | — | $5K | <0.1% |