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Original filing (PDF)20251006140402NAL0006207920001
AMERICAN BOA, INC.
Form 5500
FILING_RECEIVED
AMERICAN BOA 401(K) PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
234
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN BOA, INC..
Plan sponsor
Name
AMERICAN BOA, INC.
EIN
58-1812727
Address
P.O. BOX 1301 · CUMMING, GA · 30040
Phone
(678) 513-3322
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $0 | — |
Investments
31 direct securities · 1 pooled fund· $14.7M(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
$14.2M
31 holdings
Common Collective Trust
$404K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.6M | 17.9% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $2.5M | 16.9% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $1.2M | 8.5% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $1.0M | 7.1% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund | — | — | — | $1.0M | 6.9% | |
| Franklin DynaTech Fund Advisor Class Mutual Fund | — | — | — | $664K | 4.5% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $621K | 4.2% | |
| Victory S Established Value A Mutual Fund | — | — | — | $567K | 3.9% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | — | — | — | $552K | 3.8% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $498K | 3.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $406K | 2.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $404K | 2.8% | |
| Fidelity Extended Markets Index Fund Mutual Fund | — | — | — | $370K | 2.5% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund ** 619 * Fidelity Advisor Freedom 2015 Fund Mutual Fund ** 634 * Fidelity Advisor Freedom 2020 Fund Mutual Fund | — | — | — | $337K | 2.3% | |
| AF Growth Fund Mutual Fund | — | — | — | $297K | 2.0% | |
| Fidelity Government Cash Reserve Money Market Fund ** 176 Various maturities with interest rates of * Participant loans 4.25% to 9.50% - | — | — | — | $163K | 1.1% | |
| MFS International Value Fund Class R3 Mutual Fund | — | — | — | $162K | 1.1% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | — | — | — | $152K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $123K | 0.8% | |
| AF Washington Mutual Investors Fund Mutual Fund | — | — | — | $117K | 0.8% | |
| Federated Hermes MDT Mid Cap Growth Fund Institutional Shares Mutual Fund | — | — | — | $111K | 0.8% | |
| PIF Real Estate Securities IS Mutual Fund | — | — | — | $106K | 0.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $106K | 0.7% | |
| Fidelity Advisor Utilities Fund Mutual Fund | — | — | — | $88K | 0.6% | |
| American Funds US Government Securities Mutual Fund ** 176 PIMCO Income Fund Class A Mutual Fund | — | — | — | $84K | 0.6% | |
| AF American Balanced Fund Mutual Fund ** 751 Loomis Sales Investment Grade Bond Fund Mutual Fund | — | — | — | $74K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | — | — | — | $62K | 0.4% | |
| AS Special Small Cap Value Fund Mutual Fund | — | — | — | $59K | 0.4% | |
| Fidelity Advisor Freedom Income I Mutual Fund | — | — | — | $46K | 0.3% | |
| Invesco Global A Mutual Fund | — | — | — | $44K | 0.3% | |
| Putnam Large Cap Value A Mutual Fund | — | — | — | $28K | 0.2% | |
| Fidelity Advisor Freedom 2070 Fund Mutual Fund | — | — | — | $1K | <0.1% |
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