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Original filing (PDF)20251015090226NAL0008751058001
AHP HOLDING, INC.
Form 5500
FILING_RECEIVED
ARMADA HOFFLER 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
146
Accounts w/ balance
206
Plan assets (EOY)
$34.5M
Net assets (EOY)
$34.5M
How this plan invests
This plan
26 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock BlackRock Equity Index Cl 1" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AHP HOLDING, INC..
Plan sponsor
Name
AHP HOLDING, INC.
EIN
46-2392923
Address
222 CENTRAL PARK AVENUE · SUITE 2100 · VIRGINIA BEACH, VA · 23462
Phone
(757) 366-4000
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | ADVISOR | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE INC | — | SAINT PETERSBURG, FL | RETAINED BY EMPLOYER | $9K | — |
| JOHN HANCOCK (U.S.A) | 01-0233346 | — | RETAINED BY EMPLOYER | $5K | — |
Investments
3 direct securities · 26 pooled funds· $34.5M(100% 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.
Common Collective Trust
$31.8M
26 holdings
Uncategorized
$2.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX CL 1 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 909 | Common Collective Trust | — | — | $9.3M | 26.9% | |
| MYWAYRET LARGE CAP GROWTH R WILMINGTON TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $7.2M | 20.8% | |
| MYWAYRET LARGE CAP VALUE R WILMINGTON TRUST, N.A. · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $2.4M | 6.9% | |
| JH Stable Value Guaranteed Inc | — | — | — | $2.3M | 6.7% | |
| MYWAYRET INDEX 2050 R WILMINGTON TRUST, N.A. · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $1.8M | 5.2% | |
| MYWAYRET INDEX 2040 R WILMINGTON TRUST, N.A. · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| MYWAYRET INDEX 2030 R WILMINGTON TRUST, N.A. · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $1.3M | 3.8% | |
| MYWAYRET MID CAP VALUE R WILMINGTON TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST COMPANY · EIN 38-4065294 / PN 004 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| MYWAYRET INTL GROWTH R WILMINGTON TRUST, N.A. · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| MYWAYRET INDEX 2060 R WILMINGTON TRUST, N.A. · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $911K | 2.6% | |
| MYWAYRET MID CAP GROWTH R WILMINGTON TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $747K | 2.2% | |
| MYWAYRET INDEX RET FUND R WILMINGTON TRUST, N.A. · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $522K | 1.5% | |
| MYWAYRET CORE BOND R WILMINGTON TRUST, N.A. · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $508K | 1.5% | |
| BLACKROCK MC EQUITY INDEX 1 WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $504K | 1.5% | |
| MYWAYRET INDEX 2055 R WILMINGTON TRUST, N.A. · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $427K | 1.2% | |
| MYWAYRET SMALL CAP VALUE R WILMINGTON TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $378K | 1.1% | |
| various maturities through 2029 | — | — | — | $346K | 1.0% | |
| MYWAYRET MULTISECTOR BD R WILMINGTON TRUST, N.A. · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $293K | 0.9% | |
| MYWAYRET INDEX 2065 R WILMINGTON TRUST, N.A. · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $234K | 0.7% | |
| MYWAYRET INDEX 2045 R WILMINGTON TRUST, N.A. · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $219K | 0.6% | |
| BLACKROCK EAFE EQUITY IDX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 053 | Common Collective Trust | — | — | $110K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 001 | Common Collective Trust | — | — | $102K | 0.3% | |
| MYWAYRET EMERGING MARKETS R WILMINGTON TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $48K | 0.1% | |
| MYWAYRET INDEX 2035 R WILMINGTON TRUST, N.A. · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $27K | <0.1% | |
| MYWAYRET COMMODITIES R WILMINGTON TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $26K | <0.1% | |
| Vanguard Fed Money Market | — | — | — | $19K | <0.1% | |
| MYWAYRET SMALL CAP GROWTH R WILMINGTON TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $14K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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