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Original filing (PDF)20250906142418NAL0010921603001
ADVANCED TURF SOLUTIONS, INC
Form 5500
FILING_RECEIVED
ADVANCED TURF SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
341
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
- 36 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 ADVANCED TURF SOLUTIONS, INC.
Plan sponsor
Name
ADVANCED TURF SOLUTIONS, INC
EIN
35-2152001
Address
12955 FORD DRIVE · FISHERS, IN · 46038
Phone
(317) 842-1088
Industry
Wholesale Tradesee 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
2025-09-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | HARRISON, NY | RECORDKEEPER | $46K | — |
| SHEPHERD PLAN PARTNERS, LLC | 93-3876962 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INV ADVISORY LLC | 82-0759826 | — | INVESTMENT ADVISORY - PL | $54K | — |
Investments
34 direct securities · 1 pooled fund· $29.8M(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
$28.8M
33 holdings
Mutual Funds
$822K
1 holding
Common Collective Trust
$179K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retire | — | — | — | $4.2M | 14.3% | |
| American Funds American Funds 2030 Target Date Retire | — | — | — | $3.7M | 12.5% | |
| American Funds American Funds 2040 Target Date Retire | — | — | — | $2.7M | 9.2% | |
| American Funds American Funds 2045 Target Date Retire | — | — | — | $2.1M | 7.1% | |
| American Funds American Funds 2050 Target Date Retire | — | — | — | $2.0M | 6.8% | |
| American Funds American Funds 2025 Target Date Retire | — | — | — | $1.8M | 6.2% | |
| Vanguard 500 Index Admiral | — | — | — | $1.8M | 6.1% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $1.0M | 3.4% | |
| American Funds American Funds American Balanced | — | — | — | $856K | 2.9% | |
| AllianceBernstein AB Large Cap Growth Z | Mutual Funds | — | — | $822K | 2.8% | |
| MFS Core Equity R6 | — | — | — | $734K | 2.5% | |
| American Funds American Funds 2055 Target Date Retire | — | — | — | $726K | 2.4% | |
| Vanguard Vangaurd Value Index Admiral | — | — | — | $666K | 2.2% | |
| Participant Loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $639K | 2.1% | |
| JP Morgan JP Morgan Equity Income | — | — | — | $569K | 1.9% | |
| American Funds American Funds 2015 Target Date Retire | — | — | — | $537K | 1.8% | |
| American Funds American Funds 2020 Target Date Retire | — | — | — | $522K | 1.8% | |
| Vanguard Dvlp Markets Index Admiral | — | — | — | $488K | 1.6% | |
| Columbia Small Cap Index | — | — | — | $477K | 1.6% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Life Insurance Company Stable Value Core Option | — | — | — | $427K | 1.4% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $404K | 1.4% | |
| Vanguard Vangaurd Mid-Cap Index Admiral | — | — | — | $354K | 1.2% | |
| American Funds American Funds 2060 Target Date Retire | — | — | — | $309K | 1.0% | |
| Janus Handerson Enterprise | — | — | — | $290K | 1.0% | |
| JP Morgan JP Morgan Core Plus Bond | — | — | — | $285K | 1.0% | |
| T. Rowe Price T. Rowe Price International Discovery | — | — | — | $226K | 0.8% | |
| PUTNAM SMALL CAP GROWTH TRUST R GREAT GRAY TRUST COMPANY, LLC · EIN 26-2447110 / PN 001 | Common Collective Trust | — | — | $179K | 0.6% | |
| PIMCO Income Inst | — | — | — | $166K | 0.6% | |
| American Funds American Funds New Perspective | — | — | — | $166K | 0.6% | |
| American Funds American Funds 2065 Target Date Retire | — | — | — | $152K | 0.5% | |
| Cohen and Steers Cohen and Steers Real Estate Securities | — | — | — | $127K | 0.4% | |
| AllSpring Special Small Cap Val Inst | — | — | — | $60K | 0.2% | |
| American Funds American Funds 2010 Target Date Retire | — | — | — | $41K | 0.1% | |
| Vanguard International Growth Admiral | — | — | — | $26K | <0.1% | |
| Hartford international Value R6 | — | — | — | $10K | <0.1% |
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