Original filing (PDF)20251013084934NAL0000980993001

Aubrey Silvey Enterprises, Inc.

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

Form 5500

FILING_RECEIVED

Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Aubrey Silvey Enterprises, Inc.'s Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan held $281.4M in plan assets for 514 participants in 2024, with Ascensus as recordkeeper.

Signals · 3

100% in single holding100% employer stockHigh average account balance

Active participants

514

Accounts w/ balance

542

Plan assets (EOY)

$281.4M

Net assets (EOY)

$281.4M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100% of assets in employer securities (concentration risk).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Below-peer total plan cost (98th percentile).
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AUBREY SILVEY ENTERPRISES, INC.

EIN

58-1098798all filings

Address

371 HAMP JONES ROAD · CARROLLTON, GA · 30117

Phone

(770) 834-0738

Industry

Construction

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

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

MAULDIN & JENKINS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	82-3719843	—	PLAN ADMINISTRATOR	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARCUM LLP	—	PHILADELPHIA, PA	VALUATION SERVICES	$23K	—
MAULDIN & JENKINS	—	ATLANTA, GA

Investments

2 direct securities· $281.4M(100% of reported assets)

Common Stocks

$281.4M

1 holding

Other securities

$2K

1 holding

PI						% of plan
	Aubrey Silvey Enterprises, Inc. Common Stock (133,680 shares)	Common Stocks	—	$1.3M	$281.4M	100.0%
	Party-In- Identity of Issue, Borrower, Description of Current Interest Lessor, or Similar Party Investment Cost Value Truist Checking Account	Other securities	—	$2K	$2K	<0.1%