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Original filing (PDF)20250812153308NAL0010028496001

AMERICAN ART CLAY CO. INC.

Form 5500
FILING_RECEIVED
AMACO 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
128
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ART CLAY CO. INC..
Plan sponsor
Name
AMERICAN ART CLAY CO. INC.
EIN
35-0142930
Address
6060 GUION ROAD · INDIANAPOLIS, IN · 46254
Phone
(317) 683-1335
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
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
DONOVAN P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
BENSLER LLC71-1004774NONE$13K
PARKER AND ELM INS.27-1332437NONE$13K
AMERICAN UNITED LIFE INSURANCE CO35-0145825NONE$3K

Investments

29 direct securities · 1 pooled fund· $22.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$11.5M
29 holdings
Pooled Separate Account
$10.8M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEPARATE ACCOUNT II
AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000
Pooled Separate Account
$10.8M95.8%
Vanguard Target Retirement 2025 Inv Fund Mutual Fund$1.3M11.7%
Vanguard Target Retirement 2030 Inv Fund Mutual Fund$1.3M11.5%
Vanguard 500 Index Admiral Fund Mutual Fund$1.2M11.0%
Vanguard Target Retirement 2020 Inv Fund Mutual Fund$984K8.7%
JP Morgan Large Cap Growth Fund Mutual Fund$885K7.9%
Vanguard Mid Cap Index Admiral Fund Mutual Fund$852K7.6%
Vanguard Target Retirement 2035 Inv Fund Mutual Fund$822K7.3%
American Funds Bond Fund of America Mutual Fund$631K5.6%
Principal Real Estate Fund Mutual Fund$428K3.8%
Vanguard Target Retirement 2050 Inv Fund Mutual Fund$324K2.9%
Vanguard Equity-Income Admiral Fund Mutual Fund$288K2.6%
Vanguard Target Retirement 2060 Inv Fund Mutual Fund$274K2.4%
AUL Stable Value Account Investment contract$255K2.3%
American Funds New Perspective Fund Mutual Fund$248K2.2%
Vanguard Total Int Stock Index Admiral Fund Mutual Fund$237K2.1%
Vanguard Target Retirement 2045 Inv Fund Mutual Fund$207K1.8%
Notes receivable from participants Varying maturity dates; Interest rates of 2.00%$205K1.8%
JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES 0 458 * PARTICIPANTS LOANS 2% TO 2% 0$205K1.8%
Vanguard Small Cap Index Admiral Fund Mutual Fund$163K1.5%
JP Morgan Mid Cap Index Fund Mutual Fund ** 458 Macquarie Small Cap Core R6 Fund Mutual Fund$130K1.2%
Vanguard Target Retirement 2055 Inv Fund Mutual Fund$120K1.1%
Vanguard Target Retirement 2040 Inv Fund Mutual Fund$115K1.0%
American Funds New World Fund Mutual Fund$84K0.7%
Vanguard Target Retirement 2065 Inv Fund Mutual Fund$64K0.6%
American Funds High Income Fund Mutual Fund$50K0.4%
Dfa US Targeted Val I Fund Mutual Fund$16K0.1%
Vanguard Explorer Admiral Fund Mutual Fund$14K0.1%
Vanguard Target Retirement Inc. Inv Fund Mutual Fund$8K<0.1%
Vanguard Target Retirement 2070 Inv Fund Mutual Fund$3K<0.1%

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