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Original filing (PDF)20251010140344NAL0008273521001
AUGUSTINE CONSULTING, INC.
Form 5500
FILING_RECEIVED
AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
168
Accounts w/ balance
180
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
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
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUSTINE CONSULTING, INC..
Plan sponsor
Name
AUGUSTINE CONSULTING, INC.
EIN
26-0527923
Address
1800 EAST STATE ST., 156B · HAMILTON, NJ · 08609
Phone
(732) 380-7300
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS CPA'S, INC.
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 | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $35K | — |
Investments
33 direct securities· $18.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Mutual Funds | — | — | — | $2.2M | 12.1% | |
| State Street Target Retirement 2050 Mutual Funds | — | — | — | $1.7M | 9.2% | |
| Ishares U.S. Aggregate Bond Index Mutual Funds | — | — | — | $1.6M | 8.6% | |
| State Street Target Retirement 2045 Mutual Funds | — | — | — | $1.3M | 7.0% | |
| Ishares Msci Eafe International Index Mutual Funds | — | — | — | $1.2M | 6.7% | |
| American Funds New World Mutual Funds | — | — | — | $1.0M | 5.6% | |
| Nuveen Large Cap Growth Index Mutual Funds | — | — | — | $743K | 4.0% | |
| Ishares Russell Mid Cap Index Mutual Funds | — | — | — | $705K | 3.8% | |
| State Street Target Retirement 2035 Mutual Funds | — | — | — | $692K | 3.8% | |
| AB Large Cap Growth Mutual Funds | — | — | — | $645K | 3.5% | |
| Nuveen Large Cap Value Index Mutual Funds | — | — | — | $641K | 3.5% | |
| State Street Target Retirement 2040 Mutual Funds | — | — | — | $593K | 3.2% | |
| Blackrock Inflation Protected Bond Mutual Funds | — | — | — | $483K | 2.6% | |
| similar party Investment Value AB Discovery Growth Mutual Funds | — | — | — | $473K | 2.6% | |
| State Street Target Retirement 2060 Mutual Funds | — | — | — | $406K | 2.2% | |
| State Street Target Retirement 2055 Mutual Funds | — | — | — | $397K | 2.2% | |
| Ishares Russell 2000 Small Cap Index Mutual Funds | — | — | — | $374K | 2.0% | |
| similar party Investment Value * EI Fixed Account Guaranteed Investment Contracts | — | — | — | $367K | 2.0% | |
| MFS International Growth Mutual Funds | — | — | — | $335K | 1.8% | |
| PGIM Global Total Return Mutual Funds | — | — | — | $323K | 1.8% | |
| American Funds American Balanced Mutual Funds | — | — | — | $301K | 1.6% | |
| Participant Loans 19 loans; 4.25-9.50% | — | — | — | $261K | 1.4% | |
| Hartford Core Equity Mutual Funds | — | — | — | $250K | 1.4% | |
| American Funds American Mutual Funds | — | — | — | $243K | 1.3% | |
| Principal Real Estate Securities Mutual Funds | — | — | — | $228K | 1.2% | |
| MFS Mid Cap Value Mutual Funds | — | — | — | $209K | 1.1% | |
| PGIM Total Return Bond Mutual Funds | — | — | — | $190K | 1.0% | |
| Blackrock High Yield Bond Port Mutual Funds | — | — | — | $122K | 0.7% | |
| Allspring Special Small Cap Value Mutual Funds | — | — | — | $105K | 0.6% | |
| Blackrock Adv Small Cap Growth Inst Mutual Funds | — | — | — | $76K | 0.4% | |
| Janus Henderson Global Equity Income Mutual Funds | — | — | — | $68K | 0.4% | |
| State Street Target Retirement 2030 Mutual Funds | — | — | — | $64K | 0.3% | |
| State Street Target Retirement 2025 Mutual Funds | — | — | — | $31K | 0.2% |
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