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Original filing (PDF)20250409091106NAL0038886706001
ASBURY CARBONS, INC. & SUBS
Form 5500
FILING_RECEIVED
ASBURY CARBONS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
~180 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 180 bps in Schedule C fees — 520% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASBURY CARBONS, INC. & SUBS.
Plan sponsor
Name
ASBURY CARBONS, INC. & SUBS
EIN
22-0744000
Address
103 FOULK ROAD, SUITE 202 · WILMINGTON, DE · 19803
Phone
(302) 652-0266
Industry
Manufacturingsee all
Plan administrator
Name
ASBURY SERVICES, INC.
EIN
22-3456252
City
ASBURY, NJ
Phone
(908) 537-2155
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALMIERI & EISENBERG | 22-3243326 | — | — | $200K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | BOSTON, MA | FIDUCIARY | $152K | — |
| MERCER (U.S.) INC | 13-2834414 | — | — | $100K | — |
| ARGYLE CAPITAL MANAGEMENT | 23-2254066 | — | — | $42K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | BOSTON, MA | FIDUCIARY | $29K | — |
| M&T BANK TRUST & PENSION SERVICES | 16-0538020 | — | — | $27K | — |
| BAKER TILLY US LLC | 39-0859910 | — | — | $12K | — |
Investments
9 pooled funds· $31.2M(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE FI MERCER US INC. · EIN 45-6178743 / PN 004 | Common Collective Trust | $6.8M | 21.8% |
| MERCER US LRG CAP CORE PASS EQ PORT MERCER US INC. · EIN 03-0566613 / PN 005 | Common Collective Trust | $6.1M | 19.4% |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER US INC. · EIN 36-7630030 / PN 020 | Common Collective Trust | $5.6M | 17.8% |
| MERCER PASSIVE LONG GOVT FI PORT MERCER US INC. · EIN 51-0560117 / PN 010 | Common Collective Trust | $3.7M | 11.8% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER US INC. · EIN 03-0566617 / PN 009 | Common Collective Trust | $3.4M | 10.7% |
| MERCER LONG STRIPS FI PORT MERCER US INC. · EIN 80-6243236 / PN 019 | Common Collective Trust | $1.8M | 5.8% |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER US INC. · EIN 03-0566611 / PN 003 | Common Collective Trust | $1.5M | 4.7% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER US INC. · EIN 32-6219484 / PN 017 | Common Collective Trust | $1.4M | 4.5% |
| MERCER GLOBAL LOW VOL EQUITY PORT MERCER US INC. · EIN 35-7004395 / PN 018 | Common Collective Trust | $1.1M | 3.4% |