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Original filing (PDF)20251014150803NAL0001557731001
AYERS BASEMENT SYSTEMS, LLC
Form 5500
FILING_RECEIVED
AYERS BASEMENT SYSTEMS LLC 401(K) P/S PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
142
Accounts w/ balance
308
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds U.S. Govt Money Mkt R3 American Funds 0" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AYERS BASEMENT SYSTEMS, LLC.
Plan sponsor
Name
AYERS BASEMENT SYSTEMS, LLC
EIN
35-2348943
Address
2631 EATON RAPIDS ROAD · LANSING, MI · 48911
Phone
(517) 243-5809
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $25K | — |
Investments
16 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds U.S. Govt Money Mkt R3 American Funds 0 | — | — | — | $1.7M | 41.9% | |
| American Funds AMCAP R3 American Funds 0 | — | — | — | $692K | 16.7% | |
| American Funds New Perspective R3 American Funds 0 | — | — | — | $556K | 13.4% | |
| American Funds Invmt Co of Amer R3 American Funds 0 | — | — | — | $349K | 8.4% | |
| Franklin Corefolio Allocation R Franklin 0 | — | — | — | $346K | 8.3% | |
| American Funds American Mutual R3 American Funds 0 | — | — | — | $295K | 7.1% | |
| PIMCO Real Return R PIMCO 0 | — | — | — | $78K | 1.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $33K | 0.8% | |
| American Funds US Government Sec R3 American Funds 0 | — | — | — | $13K | 0.3% | |
| Franklin Core Plus Bond R Franklin 0 | — | — | — | $12K | 0.3% | |
| American Funds Capital World Bond R3 American Funds 0 | — | — | — | $10K | 0.2% | |
| Templeton Global Bond R Templeton 0 | — | — | — | $8K | 0.2% | |
| Franklin U.S. Government Secs R Franklin 0 | — | — | — | $7K | 0.2% | |
| American Funds Interm Bd Fd of Amer R3 American Funds 0 | — | — | — | $4K | 0.1% | |
| PIMCO Total Return R PIMCO 0 | — | — | — | $3K | <0.1% | |
| Synthetic Cash Account Synthetic 0 | — | — | — | $2K | <0.1% |
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