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Original filing (PDF)20251015130558NAL0009730754001
AJAX PAVING INDUSTRIES OF FLORIDA, LLC
Form 5500
FILING_RECEIVED
AJAX PAVING INDUSTRIES OF FLORIDA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
508
Accounts w/ balance
416
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
38 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
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AJAX PAVING INDUSTRIES OF FLORIDA, LLC.
Plan sponsor
Name
AJAX PAVING INDUSTRIES OF FLORIDA, LLC
EIN
26-1871966
Address
ONE AJAX DRIVE · NORTH VENICE, FL · 34275
Phone
(248) 244-3300
Industry
Constructionsee 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT MILLMAN & JOHNSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $114K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISO R | $0 | — |
| MORGAN STANLEY INSURANCE SVCS INC. | — | NEW YORK, NY | BROKER/ADVISE R | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOC., INC. | 38-2438760 | FARMINGTON HILLS, MI | CONTRACT ADMIN. | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT. | $45K | — |
Investments
38 direct securities· $34.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large Cap Index lnstl 2 | — | — | $4.7M | $5.4M | 15.1% | |
| M FS Massachusetts Investors Gr Stk R4 | — | — | $2.3M | $3.2M | 8.9% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | $1.9M | $2.3M | 6.3% | |
| Guaranteed Interest Fund | — | — | $1.9M | $2.0M | 5.6% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | $1.8M | $2.0M | 5.6% | |
| Western Asset Core Plus Bond Fund I | — | — | $2.2M | $1.9M | 5.4% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | $1.6M | $1.8M | 5.1% | |
| American Funds EuroPacific Gr R6 | — | — | $1.6M | $1.5M | 4.4% | |
| T. Rowe Price International Eq Index | — | — | $1.3M | $1.3M | 3.8% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | $1.1M | $1.3M | 3.6% | |
| Participant Loans | — | — | — | $916K | 2.6% | |
| Columbia Mid Cap Index lnstl 2 | — | — | $873K | $887K | 2.5% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | $847K | $873K | 2.5% | |
| Oakmark Equity & Income Investor | — | — | $712K | $828K | 2.3% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | $739K | $826K | 2.3% | |
| Columbia Small Cap Index lnstl 2 | — | — | $791K | $769K | 2.2% | |
| Columbia Dividend Income Instl 3 | — | — | $679K | $727K | 2.0% | |
| Virtus Ceredex Mid-Cap Value Equity I | — | — | $658K | $665K | 1.9% | |
| Invesco Equally- Wtd S&P 500 Y | — | — | $596K | $616K | 1.7% | |
| Allspring Growth Administrator | — | — | $592K | $546K | 1.5% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | $403K | $459K | 1.3% | |
| BlackRock Global Allocation lnstl | — | — | $427K | $430K | 1.2% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | $389K | $430K | 1.2% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | $481K | $427K | 1.2% | |
| Nationwide Inv Destinations Mod Agg A | — | — | $373K | $364K | 1.0% | |
| ClearBridge Mid Cap Class I | — | — | $325K | $332K | 0.9% | |
| Invesco MainStn SmCp Y | — | — | $287K | $304K | 0.9% | |
| Empower SecureFoundation Balanced Svc | — | — | $291K | $286K | 0.8% | |
| Nation Wide Inv Destinations Aggr A | — | — | $263K | $250K | 0.7% | |
| Janus Henderson Triton I | — | — | $207K | $205K | 0.6% | |
| American Funds 2015 Trgt Date Retire | — | — | $187K | $190K | 0.5% | |
| Cohen & Steers Real Estate Securities A | — | — | $177K | $184K | 0.5% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | $99K | $100K | 0.3% | |
| Franklin Gold & Precious Metals Adv | — | — | $45K | $43K | 0.1% | |
| Cash Value Insurance Policy | — | — | $46K | $43K | 0.1% | |
| First Eagle Gold R6 | — | — | $25K | $29K | <0.1% | |
| Nation Wide Inv Destinations Moderate A | — | — | $20K | $18K | <0.1% | |
| Nationwide Inv Destinations Cons A | — | — | $12K | $11K | <0.1% |