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Original filing (PDF)20250929130844NAL0026823794003
ASPHALT MATERIALS, INC.
Form 5500
FILING_RECEIVED
HERITAGE GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,325
Accounts w/ balance
3,077
Plan assets (EOY)
$556.8M
Net assets (EOY)
$556.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
- 10 bps in Schedule C fees — 63% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASPHALT MATERIALS, INC..
Plan sponsor
Name
ASPHALT MATERIALS, INC.
EIN
35-1002095
Address
6640 INTECH BOULEVARD · INDIANAPOLIS, IN · 462782011
Phone
—
Industry
Manufacturingsee all
Plan administrator
Name
THE HERITAGE GROUP RETIREMENT COMMITTEE
EIN
35-1994696
City
INDIANAPOLIS, IN
Phone
(317) 872-6010
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
PILE CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $294K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $251K | — |
Investments
29 direct securities · 1 pooled fund· $556.1M(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
$544.3M
29 holdings
Common Collective Trust
$11.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $81.5M | 14.6% | |
| VANGUARD PRIMECAP ADM | — | — | — | $54.5M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST | — | — | — | $33.8M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST | — | — | — | $31.1M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST | — | — | — | $30.4M | 5.5% | |
| VANGUARD WELLINGTON ADM | — | — | — | $29.4M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST | — | — | — | $25.9M | 4.7% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM | — | — | — | $25.7M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST | — | — | — | $25.3M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST | — | — | — | $24.2M | 4.3% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRA | — | — | — | $20.3M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST | — | — | — | $19.9M | 3.6% | |
| VANGUARD FEDERAL MONEY MARKET INV | — | — | — | $18.9M | 3.4% | |
| VANGUARD INTERNATIONAL GROWTH ADM | — | — | — | $18.4M | 3.3% | |
| VANGUARD WINDSOR II FUND - ADMIRAL | — | — | — | $16.6M | 3.0% | |
| VANGUARD MID CAP INDEX ADM | — | — | — | $14.0M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST | — | — | — | $13.6M | 2.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11.8M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST | — | — | — | $11.6M | 2.1% | |
| VANGUARD EXPLORER ADM | — | — | — | $7.5M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST | — | — | — | $6.8M | 1.2% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | — | — | — | $6.7M | 1.2% | |
| Participant Loans | — | — | — | $6.5M | 1.2% | |
| LARGE CAP GROWTH / JPMORGAN | — | — | — | $6.5M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST | — | — | — | $5.0M | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | — | — | — | $3.7M | 0.7% | |
| INVESCO DEVELOPING MARKETS Y | — | — | — | $2.7M | 0.5% | |
| COLUMBIA SMALL CAP VALUE INST3 | — | — | — | $2.6M | 0.5% | |
| FIRST EAGLE GLOBAL A | — | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST | — | — | — | $26K | <0.1% |