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Original filing (PDF)20250912142503NAL0002052784001
AC MARTIN, INC.
Form 5500
FILING_RECEIVED
AC MARTIN, INC. 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
138
Accounts w/ balance
266
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
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 AC MARTIN, INC..
Plan sponsor
Name
AC MARTIN, INC.
EIN
20-2589769
Address
900 WILSHIRE BLVD · SUITE 2800 · LOS ANGELES, CA · 90017
Phone
(213) 683-1900
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US , LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities· $35.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio Fund Registered Investment Company | — | — | — | $6.0M | 17.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.9M | 11.1% | |
| Fidelity Freedom 2030 Fund - Class K Registered Investment Company | — | — | — | $2.8M | 7.9% | |
| Fidelity Freedom 2025 Fund - Class K Registered Investment Company | — | — | — | $2.4M | 6.9% | |
| Fidelity Freedom 2035 Fund - Class K Registered Investment Company | — | — | — | $2.2M | 6.1% | |
| Fidelity Mid Cap Stock Fund Registered Investment Company | — | — | — | $1.7M | 4.9% | |
| Fidelity Freedom 2045 Fund - Class K Registered Investment Company | — | — | — | $1.7M | 4.8% | |
| Fidelity Freedom 2050 Fund - Class K Registered Investment Company | — | — | — | $1.6M | 4.6% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Account | — | — | — | $1.5M | 4.2% | |
| Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $1.4M | 3.9% | |
| American Century Large Cap Equity Fund Registered Investment Company | — | — | — | $1.2M | 3.3% | |
| Neuberger Berman Genesis Fund Registered Investment Company | — | — | — | $969K | 2.7% | |
| Fidelity Freedom 2055 Fund - Class K Registered Investment Company | — | — | — | $952K | 2.7% | |
| Fidelity International Discovery Fund Registered Investment Company | — | — | — | $890K | 2.5% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $721K | 2.0% | |
| Baron Growth Fund Registered Investment Company | — | — | — | $647K | 1.8% | |
| Fidelity Freedom 2040 Fund - Class K Registered Investment Company | — | — | — | $608K | 1.7% | |
| Fidelity Freedom 2020 Fund - Class K Registered Investment Company | — | — | — | $580K | 1.6% | |
| John Hancock Bond Fund Class R6 Registered Investment Company | — | — | — | $429K | 1.2% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $426K | 1.2% | |
| Fidelity Freedom 2060 Fund - Class K Registered Investment Company | — | — | — | $332K | 0.9% | |
| MFS Value Fund Registered Investment Company | — | — | — | $305K | 0.9% | |
| Fidelity Small Cap Value Fund Registered Investment Company | — | — | — | $296K | 0.8% | |
| Fidelity Freedom 2010 Fund - Class K Registered Investment Company | — | — | — | $288K | 0.8% | |
| Fidelity Freedom 2015 Fund - Class K Registered Investment Company | — | — | — | $276K | 0.8% | |
| John Hancock Disciplined Mid Cap Fund Registered Investment Company | — | — | — | $245K | 0.7% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $222K | 0.6% | |
| Fidelity Low Priced Stock Fund Registered Investment Company | — | — | — | $211K | 0.6% | |
| Fidelity Freedom Income Fund - Class K Registered Investment Company | — | — | — | $162K | 0.5% | |
| Fidelity Emerging Markets Fund Registered Investment Company | — | — | — | $108K | 0.3% | |
| Northern Trust Small Cap Core Fund Registered Investment Company | — | — | — | $101K | 0.3% | |
| Invesco International Equity Fund R5 Registered Investment Company | — | — | — | $56K | 0.2% | |
| maturing through December 2029 - | — | — | — | $50K | 0.1% | |
| Brandywine Global Opportunities Bond Fund Registered Investment Company | — | — | — | $44K | 0.1% | |
| Fidelity Freedom 2065 Fund - Class K Registered Investment Company | — | — | — | $13K | <0.1% |
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