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Original filing (PDF)20251010152611NAL0004371459001
AUTOMATIONDIRECT.COM INC.
Form 5500
FILING_RECEIVED
AUTOMATIONDIRECT.COM 401(K) PLAN
401(k) retirement plan
Active participants
394
Accounts w/ balance
417
Plan assets (EOY)
$107.6M
Net assets (EOY)
$107.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMATIONDIRECT.COM INC..
Plan sponsor
Name
AUTOMATIONDIRECT.COM INC.
EIN
58-2041971
Address
3505 HUTCHINSON RD. · CUMMING, GA · 30040
Phone
(770) 889-2858
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, & INGRAM, LLC
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 | -$60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $35K | — |
Investments
33 direct securities · 1 pooled fund· $110.1M(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
$107.7M
33 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Mutual Fund | — | — | — | $18.8M | 17.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $16.2M | 15.1% | |
| Baron Partners Institutional Mutual Fund | — | — | — | $13.4M | 12.5% | |
| Fidelity Freedom 2030 K Mutual Fund | — | — | — | $7.9M | 7.3% | |
| Fidelity Balanced K Mutual Fund | — | — | — | $6.5M | 6.0% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $5.6M | 5.2% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $5.1M | 4.8% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $3.6M | 3.4% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $3.6M | 3.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $3.2M | 3.0% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $3.2M | 2.9% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $2.9M | 2.7% | |
| Fidelity Managed Income Portfolio Common Collective Trust | — | — | — | $2.6M | 2.4% | |
| Fidelity Mid-Cap Index Mutual Fund | — | — | — | $2.6M | 2.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.4M | 2.3% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $1.8M | 1.7% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $1.4M | 1.3% | |
| Federated Institutional High Yield IS Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.0M | 1.0% | |
| Allspring Special Mid-Cap Value R6 Mutual Fund | — | — | — | $898K | 0.8% | |
| T. Rowe Price QM Small-Cap Growth Mutual Fund | — | — | — | $846K | 0.8% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $506K | 0.5% | |
| PIMCO International Bond Fund Mutual Fund | — | — | — | $499K | 0.5% | |
| Fidelity Freedom 2065 K Mutual Fund | — | — | — | $455K | 0.4% | |
| Fidelity Freedom 2010 K Mutual Fund | — | — | — | $448K | 0.4% | |
| Fidelity Small-Cap Index Mutual Fund | — | — | — | $366K | 0.3% | |
| Fidelity Freedom 2015 K Mutual Fund | — | — | — | $267K | 0.2% | |
| Victory Trivalent International Small-Cap I Mutual Fund | — | — | — | $198K | 0.2% | |
| Fidelity Freedom Income K Mutual Fund | — | — | — | $76K | <0.1% | |
| JP Morgan Mid-Cap Growth R6 Mutual Fund | — | — | — | $47K | <0.1% | |
| Fidelity Freedom 2070 K Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Government Market Mutual Fund | — | — | — | $1K | <0.1% |