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Original filing (PDF)20251113130733NAL0001076643001
ADVANCED DRAINAGE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
ADVANCED DRAINAGE SYSTEMS, INC. RETIREMENT AND STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
5,249
Accounts w/ balance
6,170
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Tgt Rmt 2070 Inv Fund" is 51% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED DRAINAGE SYSTEMS, INC..
Plan sponsor
Name
ADVANCED DRAINAGE SYSTEMS, INC.
EIN
51-0105665
Address
4640 TRUEMAN BLVD. · HILLIARD, OH · 430262438
Phone
(614) 658-0106
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-11-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELLWETHER CONSULTING LL | 22-3784192 | — | INVESTMENT ADVISORY | $90K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $525K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS LLC | 20-2122306 | — | ACCOUNTANT | $37K | — |
Investments
23 direct securities · 1 pooled fund· $1.1B(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.
Uncategorized
$1.1B
23 holdings
Common Collective Trust
$38.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2070 Inv Fund | — | — | — | $562.4M | 51.1% | |
| Fidelity 500 Index Fund | — | — | — | $86.5M | 7.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $66.9M | 6.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $56.7M | 5.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $49.6M | 4.5% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $45.8M | 4.2% | |
| JP Morgan US Equity R6 Fund | — | — | — | $38.4M | 3.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $38.4M | 3.5% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $35.7M | 3.2% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $24.5M | 2.2% | |
| FIDELITY ADV STK SEL SM CP Z | — | — | — | $22.6M | 2.1% | |
| Principal Stable Value Z Fund | — | — | — | $18.4M | 1.7% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $13.3M | 1.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $12.8M | 1.2% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $11.0M | 1.0% | |
| Dodge & Cox Income X Fund | — | — | — | $8.8M | 0.8% | |
| Fidelity International Idx Fd | — | — | — | $8.6M | 0.8% | |
| DWS RREEF REAL ASSETS I FUND | — | — | — | $8.3M | 0.8% | |
| Fidelity Extended Mkt Idx Fd | — | — | — | $6.9M | 0.6% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $6.8M | 0.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $6.0M | 0.5% | |
| Employer SecurityAdvanced Drainage Systems Inc | — | — | — | $4.2M | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $3.7M | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $2.5M | 0.2% |
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