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Original filing (PDF)20251015141659NAL0004802497001
AMERICAN BULK COMMODITIES, INC.
Form 5500
FILING_RECEIVED
AMERICAN BULK COMMODITIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
814
Accounts w/ balance
603
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Other" is 92% of plan.
- 68 bps in Schedule C fees — 134% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN BULK COMMODITIES, INC..
Plan sponsor
Name
AMERICAN BULK COMMODITIES, INC.
EIN
34-1336167
Address
8063 SOUTHERN BLVD. · YOUNGSTOWN, OH · 44512
Phone
(330) 748-0841
Industry
Transportation & Warehousingsee all
Plan administrator
Name
AMI BENEFIT PLAN ADMINISTRATORS INC
EIN
34-1781113
City
YOUNGSTOWN, OH
Phone
(330) 406-9021
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HILL BARTH & KING, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMI BENEFIT PLAN ADMINISTRATORS, IN | 34-1781113 | — | NONE | $141K | — |
| SCOTT S DUKO | 34-1959861 | — | NONE | $53K | — |
Investments
3 direct securities · 1 pooled fund· $4.7M(17% 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.
Common Collective Trust
$2.4M
1 holding
OTHER
$2.2M
1 holding
Uncategorized
$200K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.3% | |
| Other | OTHER | — | $2.2M | $2.2M | 7.6% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $101K | $101K | 0.4% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $99K | $99K | 0.3% |
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