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Original filing (PDF)20251008050950NAL0005429057001
AUGUST MACK ENVIRONMENTAL, INC.
Form 5500
FILING_RECEIVED
AUGUST MACK ENVIRONMENTAL, INC. 401K PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
284
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUST MACK ENVIRONMENTAL, INC..
Plan sponsor
Name
AUGUST MACK ENVIRONMENTAL, INC.
EIN
35-1741271
Address
1302 N MERIDIAN ST · SUITE 300 · INDIANAPOLIS, IN · 46202
Phone
(317) 916-8000
Industry
Professional & Technical Servicessee 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsInvestments
20 direct securities · 3 pooled funds· $21.7M(99% 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
$16.9M
20 holdings
Common Collective Trust
$4.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.5M | 16.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.8M | 12.9% | |
| PIONEER BOND FUND TR R1 WILMINGTON TRUST CO · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $2.3M | 10.7% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.2M | 10.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.8M | 8.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.8M | 8.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 4.7% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $902K | 4.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $697K | 3.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $685K | 3.1% | |
| AMERFUNDS 2020 TARG DATERET R6 267 REGISTERED INVESTMENT COMPANY AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $671K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $631K | 2.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $622K | 2.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $473K | 2.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $319K | 1.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $241K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $239K | 1.1% | |
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $224K | 1.0% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $159K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $102K | 0.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $59K | 0.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $32K | 0.1% |
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