Original filing (PDF)20250327141719NAL0012430195001

ASBURY CARBONS, INC.

Name: ASBURY CARBONS, INC. — ASBURY CARBONS, INC. 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: ASBURY CARBONS, INC.

Form 5500

FILING_RECEIVED

ASBURY CARBONS, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

250

Accounts w/ balance

265

Plan assets (EOY)

$27.6M

Net assets (EOY)

$27.6M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASBURY CARBONS, INC..

Plan sponsor

Name

ASBURY CARBONS, INC.

EIN

22-0744000all filings

Address

405 OLD MAIN ST. · ASBURY, NJ · 08802

Phone

(917) 361-8701

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	DALLAS, TX	INVESTMENT ADVISOR	$67K	—

Investments

25 direct securities· $27.4M(99% of reported assets)

Mutual Funds

$21.6M

20 holdings

Other securities

$4.6M

3 holdings

Common Collective Trusts

$878K

1 holding

Bonds / Notes

$322K

1 holding

					% of plan
Company Mutual Funds Fidelity Investments Fidelity Advisor Equity Growth A N/R	Mutual Funds	—	—	$3.8M	13.6%
Fidelity Investments Fidelity Advisor Freedom 2040 A N/R	Mutual Funds	—	—	$3.1M	11.2%
Fidelity Investments Fidelity Advisor Balanced A N/R	Mutual Funds	—	—	$2.4M	8.8%
Fidelity Investments Fidelity Advisor Freedom 2050 A N/R	Mutual Funds	—	—	$2.2M	7.8%
Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R	Other securities	—	—	$2.1M	7.7%
Fidelity Investments Fidelity Advisor Freedom 2030 A N/R	Mutual Funds	—	—	$1.8M	6.6%
Fidelity Investments Fidelity Advisor Freedom 2025 A N/R	Mutual Funds	—	—	$1.6M	5.7%
Fidelity Investments Fidelity Advisor Freedom 2035 A N/R	Mutual Funds	—	—	$1.5M	5.6%
Columbia Mid Cap Index A N/R	Other securities	—	—	$1.4M	4.9%
JPMorgan Investments JPMorgan US Equity Fund R3 N/R	Other securities	—	—	$1.1M	4.1%
MFS Investment Management MFS International Diversification R3 N/R	Mutual Funds	—	—	$956K	3.5%
Fidelity Investments Fidelity Advisor Freedom 2045 A N/R	Mutual Funds	—	—	$928K	3.4%
iShares S&P 500 Index A N/R	Common Collective Trusts	—	—	$878K	3.2%
Dreyfus DFA US Targeted Value I N/R	Mutual Funds	—	—	$795K	2.9%
Fidelity Investments Fidelity Advisor High Income Advantage A N/R	Mutual Funds	—	—	$468K	1.7%
Putnam Investments Putnam Income A N/R	Mutual Funds	—	—	$435K	1.6%
Invesco Ltd. Invesco Common Stock A N/R	Mutual Funds	—	—	$423K	1.5%
Fidelity Investments Fidelity Advisor Freedom 2055 A N/R	Mutual Funds	—	—	$399K	1.4%
Fidelity Investments Fidelity Advisor Strategic Income A N/R	Mutual Funds	—	—	$391K	1.4%
Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$322K	1.2%
Fidelity Investments Fidelity Advisor Freedom 2060 A N/R	Mutual Funds	—	—	$213K	0.8%
Fidelity Investments Fidelity Advisor Freedom 2020 A N/R	Mutual Funds	—	—	$180K	0.6%
Fidelity Investments Fidelity Advisor Freedom Inc. A N/R	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2010 A N/R	Mutual Funds	—	—	$2K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2015 A N/R	Mutual Funds	—	—	$2K	<0.1%