How big is Ardmore Enterprises, Inc.'s plan?

Ardmore Enterprises, Inc.'s plan reported $3.6M in assets and 313 participants for 2024.

Original filing (PDF)20251013125459NAL0002002752001

Ardmore Enterprises, Inc.

Name: Ardmore Enterprises, Inc. — Ardmore Enterprises, Form 5500 (2024)
Creator: Ardmore Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ardmore Enterprises, Inc. 403(b) Pension Plan

401(k) retirement plan · Ardmore Enterprises, Inc.'s Ardmore Enterprises, Inc. 403(b) Pension Plan held $3.6M in plan assets for 313 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributions27% in single holding

Active participants

313

Accounts w/ balance

131

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

David Schey signed Ardmore Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

David Schey — 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

Ardmore Enterprises, Inc.'s EIN is 52-0801367.

EIN 52-0801367

Plan number 001

Plan year 2024

ACK ID 20251013125459NAL0002002752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ardmore Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARDMORE ENTERPRISES, INC..

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How this plan invests

This plan

38 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 204K (21% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

ARDMORE ENTERPRISES, INC.

EIN

all filings

Address

4300 FORBES BOULEVARD · SUITE 110 · LANHAM, MD · 20706

Phone

(301) 306-2575

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$16K	—

Investments

38 direct securities· $3.6M(100% of reported assets)

Other securities

$2.7M

19 holdings

Mutual Funds

$529K

13 holdings

Common Stocks

$245K

2 holdings

Common Collective Trusts

$46K

2 holdings

Cash / Money Market

$44K

1 holding

Bonds / Notes

$5K

1 holding

					% of plan
Registered investment companies * Mutual of America MOA Clear Passage 2030 Fund	Other securities	—	—	$969K	27.1%
Mutual of America MOA Clear Passage 2025 Fund	Other securities	—	—	$444K	12.4%
Mutual of America MOA Clear Passage 2035 Fund	Other securities	—	—	$377K	10.5%
Mutual of America MOA Clear Passage 2040 Fund	Other securities	—	—	$264K	7.4%
Mutual of America MOA Clear Passage 2045 Fund	Other securities	—	—	$243K	6.8%
Investment contract with insurance company * Lincoln National Life - Multifund Fixed Account	Common Stocks	—	—	$238K	6.7%
Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$187K	5.2%
Mutual of America MOA Clear Passage 2050 Fund	Other securities	—	—	$159K	4.4%
Mutual of America MOA Clear Passage 2055 Fund	Other securities	—	—	$125K	3.5%
Fidelity Investments Fidelity VIP Freedom Target Date 2025	Mutual Funds	—	—	$88K	2.5%
Fidelity Investments Fidelity VIP Freedom Target Date 2050	Mutual Funds	—	—	$60K	1.7%
Mutual of America MOA Money Market Fund	Cash / Money Market	—	—	$44K	1.2%
American Funds American Funds Growth-Income	Mutual Funds	—	—	$44K	1.2%
Lincoln National Life - Multifund LVIP SSGA S&P 500 INDEX	Common Collective Trusts	—	—	$41K	1.1%
Fidelity Investments Fidelity VIP Freedom Target Date 2035	Mutual Funds	—	—	$33K	0.9%
Lincoln National Life - Multifund LVIP Managed Risk Profile 2040	Other securities	—	—	$23K	0.6%
Lincoln National Life - Multifund LVIP T Rowe Price 2050 Fund	Mutual Funds	—	—	$21K	0.6%
Fidelity Investments Fidelity VIP Freedom Target Date 2045	Mutual Funds	—	—	$21K	0.6%
Fidelity Investments Fidelity VIP Growth	Mutual Funds	—	—	$21K	0.6%
Mutual of America MOA Clear Passage 2020 Fund	Other securities	—	—	$20K	0.6%
Lincoln National Life - Multifund LVIP Delaware Wealth Builder Fund	Other securities	—	—	$19K	0.5%
American Funds American Funds International	Mutual Funds	—	—	$19K	0.5%
Lincoln National Life - Multifund LVIP Delaware Social Awareness	Other securities	—	—	$18K	0.5%
Fidelity Investments Fidelity VIP Freedom Target Date 2030	Mutual Funds	—	—	$14K	0.4%
Lincoln National Life - Multifund LVIP Delaware Special Opportunities	Other securities	—	—	$12K	0.3%
Lincoln National Life - Multifund LVIP T Rowe Price Mid Cap Growth	Mutual Funds	—	—	$10K	0.3%
Lincoln National Life - Multifund LVIP Golbal Real Estate Fund	Other securities	—	—	$8K	0.2%
Lincoln National Life - Multifund LVIP JPM Select Mid Cap Value Mngd Vlty	Other securities	—	—	$8K	0.2%
Mutual of America LVIP Franklin Templeton MF EM EQFND	Mutual Funds	—	—	$7K	0.2%
Delaware Management Holdings, Inc. Delaware VIP Diversified Income	Common Stocks	—	—	$6K	0.2%
Mutual of America MOA Equity Index Fund	Common Collective Trusts	—	—	$5K	0.2%
Lincoln National Life - Multifund LVIP Delaware Bond	Other securities	—	—	$5K	0.2%
Lincoln National Life - Multifund LVIP Delaware Diversified Floating Rate	Bonds / Notes	—	—	$5K	0.1%
Mutual of America MOA All America Fund	Other securities	—	—	$5K	0.1%
Lincoln National Life - Multifund LVIP SSGA Small -Cap Index	Other securities	—	—	$4K	<0.1%
Mutual of America MOA Clear Passage 2060 Fund	Other securities	—	—	$3K	<0.1%
American Funds American Funds Growth	Mutual Funds	—	—	$3K	<0.1%
Lincoln National Life - Multifund LVIP SSGA Bond Index	Other securities	—	—	$1K	<0.1%