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Original filing (PDF)20251014161624NAL0004494912001
ADA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ADA TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
141
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADA TECHNOLOGIES, INC..
Plan sponsor
Name
ADA TECHNOLOGIES, INC.
EIN
31-1454397
Address
805 E. NORTH AVE. · ADA, OH · 458101809
Phone
(419) 634-2472
Industry
Manufacturingsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
| CONSOLIDATED FINANCIAL MANAGEMENT | 31-1612116 | — | NONE | $21K | — |
Investments
23 direct securities · 1 pooled fund· $9.6M(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.
Uncategorized
$6.2M
21 holdings
Common Collective Trust
$1.7M
1 holding
Mutual Funds
$1.3M
1 holding
Guaranteed Income / GIC
$384K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $1.7M | 22.0% | |
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $1.3M | 16.5% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $1.1M | 14.4% | |
| Blackrock Equity Dividend Inv A | — | — | — | $705K | 9.0% | |
| Reliance Advisory Trust Inv 60 Portfolio | — | — | — | $668K | 8.5% | |
| Reliance Advisory Trust Inv 40 Portfolio | — | — | — | $431K | 5.5% | |
| * The Standard Stable Asset A | Guaranteed Income / GIC | — | — | $384K | 4.9% | |
| T. Rowe Price New Horizons Fund | — | — | — | $285K | 3.6% | |
| Reliance Advisory Trust Inv 80 Portfolio | — | — | — | $274K | 3.5% | |
| American Funds Europacific Growth R5 | — | — | — | $263K | 3.3% | |
| Metropolitan West Total Return Bond I | — | — | — | $253K | 3.2% | |
| Reliance Advisory Trust Inv 70 Portfolio | — | — | — | $240K | 3.1% | |
| Vanguard Inter-Term Treasury Adm | — | — | — | $228K | 2.9% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $226K | 2.9% | |
| Dodge & Cox International Stock | — | — | — | $223K | 2.8% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $220K | 2.8% | |
| Notes receivable from participants * Participants Maturing 2025 to 2029 at 4.25% to 9.50% - | — | — | — | $205K | 2.6% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $195K | 2.5% | |
| Carillon Eagle Mid-Cap Growth Fund CL R6 | — | — | — | $193K | 2.5% | |
| Collective trusts * Reliance Advisory Trust Inv 20 Portfolio | — | — | — | $115K | 1.5% | |
| Pimco Foreign Bond (USD-Hedged) I | — | — | — | $101K | 1.3% | |
| Vanguard Balanced Index Adm | — | — | — | $71K | 0.9% | |
| Driehaus Emerging Markets Growth | — | — | — | $71K | 0.9% | |
| Blackrock High Yield Bond Portfolio Instl | — | — | — | $67K | 0.9% |
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