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Original filing (PDF)20250926052107NAL0009091073001
AMERICAS FLOOR SOURCE
Form 5500
FILING_RECEIVED
AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN
401(k) retirement plan
Active participants
466
Accounts w/ balance
382
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAS FLOOR SOURCE.
Plan sponsor
Name
AMERICAS FLOOR SOURCE
EIN
31-1708199
Address
2145 STELZER RD. · COLUMBUS, OH · 43219
Phone
(513) 470-3910
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
2025-09-26
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)
Audit & trust (Schedule H)
Auditor
PW PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $0 | — |
Investments
56 direct securities · 13 pooled funds· $15.0M(97% 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.
Registered Investment Companies
$9.2M
56 holdings
Common Collective Trust
$5.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $1.1M | 6.9% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $838K | 5.4% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $834K | 5.4% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $786K | 5.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $747K | 4.8% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $527K | 3.4% | |
| BLACKROCK GLOBAL ALLOCATION R | Registered Investment Companies | — | — | $457K | 2.9% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $423K | 2.7% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $396K | 2.5% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $381K | 2.4% | |
| PGIM SHORT-TERM CORP BOND - R | Registered Investment Companies | — | — | $344K | 2.2% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $331K | 2.1% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $318K | 2.0% | |
| CARILLON EAGLE MID CAP GRTH I | Registered Investment Companies | — | — | $306K | 2.0% | |
| HARTFORD CORE EQUITY R3 | Registered Investment Companies | — | — | $305K | 2.0% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $302K | 1.9% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $286K | 1.8% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $265K | 1.7% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $260K | 1.7% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $253K | 1.6% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $252K | 1.6% | |
| JANUS HENDERSON BALANCED - R | Registered Investment Companies | — | — | $241K | 1.5% | |
| FIDELITY ADVISOR TECHNOLOGY M | Registered Investment Companies | — | — | $239K | 1.5% | |
| VICTORY SMALL CO OPPORTUNITY R | Registered Investment Companies | — | — | $232K | 1.5% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $223K | 1.4% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $207K | 1.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $206K | 1.3% | |
| PIMCO REAL RETURN - CLASS R | Registered Investment Companies | — | — | $203K | 1.3% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $202K | 1.3% | |
| EATON VANCE GOVT OPPS R 138 REGISTERED INVESTMENT COMPANY AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $196K | 1.3% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $177K | 1.1% | |
| AB GLOBAL RE INVESTMENT R 179 REGISTERED INVESTMENT COMPANY BLK HEALTH SCI OPPORT PORT R | Registered Investment Companies | — | — | $169K | 1.1% | |
| GOLDMAN LARGE CAP VALUE R | Registered Investment Companies | — | — | $163K | 1.0% | |
| PGIM JENNISON UTILITY R | Registered Investment Companies | — | — | $156K | 1.0% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $139K | 0.9% | |
| INVESCO GOLD SP MIN R | Registered Investment Companies | — | — | $139K | 0.9% | |
| AMERICAN INFLATION LINK BD R2E 325 REGISTERED INVESTMENT COMPANY PUTNAM HIGH YIELD R | Registered Investment Companies | — | — | $136K | 0.9% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $126K | 0.8% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $116K | 0.7% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $112K | 0.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $95K | 0.6% | |
| MACQUARIE SYST EMMKTS EQ R | Registered Investment Companies | — | — | $82K | 0.5% | |
| LORD ABBETT SH DUR INC R3 | Registered Investment Companies | — | — | $78K | 0.5% | |
| FID ADVISOR FINANCIALS M | Registered Investment Companies | — | — | $66K | 0.4% | |
| AMERICAN FUNDS CORP BOND R2E 69 REGISTERED INVESTMENT COMPANY PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $58K | 0.4% | |
| GOLD SACHS SM CP VAL R | Registered Investment Companies | — | — | $55K | 0.4% | |
| LORD ABBETT BOND-DEB FD-R3 | Registered Investment Companies | — | — | $54K | 0.3% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $52K | 0.3% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $46K | 0.3% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $40K | 0.3% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $37K | 0.2% | |
| PARAMETRIC INTERNATIONAL EQ R | Registered Investment Companies | — | — | $33K | 0.2% | |
| LORD ABBETT INTERL OPP FD -R3 | Registered Investment Companies | — | — | $33K | 0.2% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $24K | 0.2% | |
| INVESCO DIVERSIFIED DIVIDEND R | Registered Investment Companies | — | — | $22K | 0.1% | |
| JPMORGAN US GARP EQUITY - R2 | Registered Investment Companies | — | — | $17K | 0.1% | |
| HARTFORD BALANCED INCOME R3 | Registered Investment Companies | — | — | $14K | <0.1% | |
| INVESCO GLOBAL OPPS R | Registered Investment Companies | — | — | $13K | <0.1% | |
| ALLSPRING DISC US CORE A | Registered Investment Companies | — | — | $9K | <0.1% | |
| PIM COMM REAL RETURN STRAT - R | Registered Investment Companies | — | — | $8K | <0.1% | |
| COLUMBIA GLOBAL VALUE R | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMF GROWTH AND INCOME PORT R2E | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF EUROPACIFIC GROWTH R2E | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $3K | <0.1% | |
| VIRTUS INTL SMCAP A | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO INTL DIVERSIFIED R | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO GLOBAL R | Registered Investment Companies | — | — | $3K | <0.1% | |
| JPMORGAN GOVT BD FD - R2 | Registered Investment Companies | — | — | $2K | <0.1% |
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