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Original filing (PDF)20251013135309NAL0003131154001
AHF INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
PLUTO CORPORATION PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
40% employer stock
Active participants
150
Accounts w/ balance
207
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40% of plan in employer / sponsor stock.
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AHF INDUSTRIES, INC..
Plan sponsor
Name
AHF INDUSTRIES, INC.
EIN
35-1691540
Address
P.O. BOX 391 · FRENCH LICK, IN · 47432
Phone
(812) 936-9988
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SERVIC | — | CINCINNATI, OH | RECORDKEEPER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | 33-3000333 | — | TPA | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN CAPITAL ADVISORS | — | CINCINNATI, OH | N/A | $10K | — |
Investments
56 direct securities· $2.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Mutual Fund | — | — | $315K | $300K | 10.2% | |
| Fifth Third Banksafe Trust Money Market Fund | — | — | $179K | $179K | 6.1% | |
| Ishares Core S&P Mid-cap ETF Mutual Fund | — | — | $75K | $175K | 6.0% | |
| JPMorgan Hedged Equity Fund R6 Mutual Fund | — | — | $110K | $158K | 5.4% | |
| Victoryshares USAA Core Intermediate-term Bond ETF Mutual Fund | — | — | $145K | $144K | 4.9% | |
| Gateway Funds-Y Mutual Fund | — | — | $77K | $106K | 3.6% | |
| GQG Partners Emerging Markets Equity Fund Institutional Mutual Fund | — | — | $95K | $105K | 3.6% | |
| Vanguard Short-term Investment Grade Fund Mutual Fund | — | — | $100K | $97K | 3.3% | |
| Apple Inc Common Stock | — | — | $11K | $95K | 3.2% | |
| Victoryshares Short-term Bond ETF Mutual Fund | — | — | $90K | $89K | 3.0% | |
| Fidelity Real Estate Income Fund Mutual Fund | — | — | $81K | $84K | 2.9% | |
| Lazard International Strategic Equity Mutual Fund | — | — | $88K | $82K | 2.8% | |
| Microsoft Corporation Common Stock | — | — | $8K | $82K | 2.8% | |
| Broadcom Inc Common Stock | — | — | $8K | $66K | 2.3% | |
| Schwab Fundamental U.S. Small Company ETF Mutual Fund | — | — | $44K | $56K | 1.9% | |
| Alphabet Inc Capital Stock Class A Common Stock | — | — | $9K | $55K | 1.9% | |
| Goldman Sachs International Small Cap Insights Institutional Mutual Fund | — | — | $51K | $55K | 1.9% | |
| Williams Companies Inc Common Stock | — | — | $14K | $44K | 1.5% | |
| JPMorgan Chase & Company Common Stock | — | — | $11K | $43K | 1.5% | |
| Qualcomm Inc Common Stock | — | — | $18K | $40K | 1.4% | |
| MFS International Equity I Mutual Fund | — | — | $42K | $40K | 1.4% | |
| Trane Technologies PLC Common Stock | — | — | $8K | $39K | 1.3% | |
| Walmart Inc Common Stock | — | — | $12K | $37K | 1.3% | |
| Fiserv Inc Common Stock | — | — | $18K | $37K | 1.3% | |
| TJX Companies Common Stock | — | — | $21K | $34K | 1.2% | |
| Berkshire Hathaway Inc Class B Common Stock | — | — | $10K | $32K | 1.1% | |
| Nataxis Vaughan Nelson Small Cap Mutual Fund | — | — | $29K | $30K | 1.0% | |
| Hedged Equity 2 Fund - R6 Mutual Fund | — | — | $22K | $26K | 0.9% | |
| Home Depot Inc Common Stock | — | — | $10K | $25K | 0.9% | |
| Automatic Data Processing Inc Common Stock | — | — | $11K | $25K | 0.8% | |
| Citizens Financial Group Inc Common Stock | — | — | $16K | $24K | 0.8% | |
| Abbott Labs Common Stock | — | — | $6K | $23K | 0.8% | |
| Accenture PLC Class A Common Stock | — | — | $13K | $23K | 0.8% | |
| Verizon Communications Inc Common Stock | — | — | $24K | $22K | 0.8% | |
| Merck & Co Inc Common Stock | — | — | $12K | $22K | 0.7% | |
| Illinois Tool Works Inc Common Stock | — | — | $9K | $22K | 0.7% | |
| Charles Scwab Corporation Common Stock | — | — | $15K | $21K | 0.7% | |
| Amgen Inc Common Stock | — | — | $19K | $21K | 0.7% | |
| Thermo Fisher Scientific Inc Common Stock | — | — | $3K | $21K | 0.7% | |
| Comcast Corporation Class A Common Stock | — | — | $9K | $20K | 0.7% | |
| Visa Inc Class A Common Stock | — | — | $13K | $19K | 0.6% | |
| Air Products and Chemicals Inc. Common Stock | — | — | $16K | $19K | 0.6% | |
| Northrop Grumman Corporation Common Stock | — | — | $13K | $19K | 0.6% | |
| Shell PLC ADR Common Stock | — | — | $16K | $18K | 0.6% | |
| Nextera Energy Inc Common Stock | — | — | $15K | $18K | 0.6% | |
| United Parcel Service Inc Common Stock | — | — | $12K | $17K | 0.6% | |
| Abbvie Inc Common Stock | — | — | $4K | $15K | 0.5% | |
| Palo Alto Networks Inc Common Stock | — | — | $11K | $15K | 0.5% | |
| Target Corp Common Stock | — | — | $8K | $14K | 0.5% | |
| EOG Resources Inc Common Stock | — | — | $15K | $14K | 0.5% | |
| Keurig Dr Pepper Inc Common Stock | — | — | $14K | $14K | 0.5% | |
| Adobe Systems Inc Common Stock | — | — | $14K | $13K | 0.5% | |
| Johnson & Johnson Common Stock | — | — | $7K | $13K | 0.4% | |
| Diageo PLC Common Stock | — | — | $12K | $13K | 0.4% | |
| CVS Health Corporation Common Stock | — | — | $10K | $10K | 0.3% | |
| W P Carey Inc Common Stock | — | — | $10K | $8K | 0.3% |
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