How big is Albaugh, LLC's plan?

Albaugh, LLC's plan reported $72.0M in assets and 322 participants for 2024.

Original filing (PDF)20251015160236NAL0006861056001

Albaugh, LLC

Name: Albaugh, LLC — Albaugh, LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Albaugh, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Albaugh, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Albaugh, LLC's Albaugh, LLC 401(k) Profit Sharing Plan held $72.0M in plan assets for 322 participants in 2024, with Principal as recordkeeper.

Active participants

322

Accounts w/ balance

365

Plan assets (EOY)

$72.0M

Net assets (EOY)

$72.0M

People on this filing

Renee Gibson signed Albaugh, LLC's 2024 Form 5500 as plan administrator.

Renee Gibson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Albaugh, LLC's EIN is 42-1377980.

EIN 42-1377980

Plan number 001

Plan year 2024

ACK ID 20251015160236NAL0006861056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Albaugh, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Albaugh, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ALBAUGH, LLC

EIN

all filings

Address

1525 NE 36TH STREET · ANKENY, IA · 500216754

Phone

(515) 965-5251

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$205K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

Other service providers

Investments

39 direct securities · 1 pooled fund· $67.0M(93% 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.

Mutual Funds

$33.1M

21 holdings

Other securities

$29.2M

17 holdings

Common Collective Trusts

$4.6M

1 holding

Pooled Separate Account

$51K

1 holding

					% of plan
JP Morgan Grw Advantage R6 Fd Mutual Fund	Other securities	—	—	$5.9M	8.1%
Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund	Mutual Funds	—	—	$5.3M	7.3%
Vanguard 500 Index Admiral Fd Mutual Fund	Common Collective Trusts	—	—	$4.6M	6.4%
Investment Contract *Prin Fixed Income Guar Option Investment Contract	Other securities	—	—	$4.5M	6.2%
Amer Funds Amer Bal R6 Fund Mutual Fund	Mutual Funds	—	—	$3.1M	4.3%
Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund	Mutual Funds	—	—	$3.0M	4.2%
Fidelity Adv Growth Opp Z Fund Mutual Fund	Mutual Funds	—	—	$2.9M	4.0%
JP Morgan Mid Cap Growth R6 Fd Mutual Fund	Other securities	—	—	$2.8M	3.9%
Loomis Sayles Inv Gr Bd N Fd Mutual Fund	Other securities	—	—	$2.8M	3.8%
Columbia Div Income I3 Fund Mutual Fund	Other securities	—	—	$2.6M	3.5%
Columbia Contra Core I3 Fund Mutual Fund	Other securities	—	—	$2.3M	3.3%
PIMCO Income Institutional Fd Mutual Fund	Mutual Funds	—	—	$2.3M	3.2%
Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund	Mutual Funds	—	—	$2.2M	3.1%
Am FdCap Wld Gth and In R6 Fnd Mutual Fund	Other securities	—	—	$2.2M	3.0%
MFS Mid Cap Value R6 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	2.8%
T. Rowe Price All-Cp Opps 1 Fund Mutual Fund	Other securities	—	—	$1.8M	2.5%
American Fds WshMut Inv R6 Fd Mutual Fund	Other securities	—	—	$1.8M	2.5%
Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.0%
Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund	Mutual Funds	—	—	$1.4M	2.0%
Vanguard Sm Cap Index Adm Fd Mutual Fund	Mutual Funds	—	—	$1.2M	1.7%
Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund	Mutual Funds	—	—	$1.2M	1.7%
MFS Intl Diversification R6 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	1.6%
Undisc Mgrs Behav Value R6 Fd Mutual Fund	Other securities	—	—	$1.1M	1.6%
Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund	Mutual Funds	—	—	$1.0M	1.4%
Vanguard Mid Cap Index Adm Fd Mutual Fund	Mutual Funds	—	—	$971K	1.3%
Fid Adc High Inc Advant Z Fund Mutual Fund	Mutual Funds	—	—	$838K	1.2%
JP Morgan Sm Cp Growth R6 Fund Mutual Fund	Other securities	—	—	$787K	1.1%
Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund	Mutual Funds	—	—	$779K	1.1%
Vanguard Intl Growth Adm Fd Mutual Fund	Mutual Funds	—	—	$661K	0.9%
Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund	Mutual Funds	—	—	$551K	0.8%
Invesco Int Sm-Md Comp R6 Fund Mutual Fund	Mutual Funds	—	—	$513K	0.7%
Vanguard Tgt Rmt 2070 Inv Fund Mutual Fund 527 Vanguard Tgt Rmt Inc Inv Fund Mutual Fund	Mutual Funds	—	—	$324K	0.5%
Columbia Overseas Value I3 Mutual Fund	Other securities	—	—	$250K	0.3%
Virtus KAR Mid-Cap Core R6 Fd Mutual Fund	Other securities	—	—	$227K	0.3%
T. Rowe Price Mid-Cap Val 1 Fund Mutual Fund	Other securities	—	—	$157K	0.2%
Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund	Mutual Funds	—	—	$113K	0.2%
PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	—	—	$51K	<0.1%
(E)	Other securities	—	—	$51K	<0.1%
(E)	Other securities	—	—	$27K	<0.1%
GS Intl SC Insights R6 Fd Mutual Fund	Other securities	—	—	$27K	<0.1%