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Original filing (PDF)20250808102905NAL0004368083001
AIR HYDRO POWER, LLC.
Form 5500
FILING_RECEIVED
AIR HYDRO POWER, LLC 401(K) PLAN
401(k) retirement plan
Active participants
367
Accounts w/ balance
357
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
29 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 AIR HYDRO POWER, LLC..
Plan sponsor
Name
AIR HYDRO POWER, LLC.
EIN
61-0605672
Address
2550 BLANKENBAKER PARKWAY · LOUISVILLE, KY · 40299
Phone
(502) 451-1000
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
2025-08-08
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MONROE SHINE & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $5K | — |
Investments
29 direct securities· $43.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Investment Company of America Fund Mutual fund | — | — | — | $9.6M | 22.3% | |
| American Funds Growth Fund of America Mutual fund | — | — | — | $6.8M | 15.7% | |
| American Funds Target Date 2070 Fund Mutual fund 296 Ishares S&P 500 Index Fund Mutual fund | — | — | — | $2.5M | 5.9% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $2.4M | 5.5% | |
| American Funds Target Date 2030 Fund Mutual fund | — | — | — | $2.2M | 5.1% | |
| American Funds Target Date 2035 Fund Mutual fund | — | — | — | $2.2M | 5.0% | |
| Janus Henderson Enterprise Fund Mutual fund | — | — | — | $1.9M | 4.3% | |
| American Funds Money Market Fund Mutual fund | — | — | — | $1.9M | 4.3% | |
| American Funds Euorpacific Growth Fund Mutual fund | — | — | — | $1.7M | 4.0% | |
| Janus Henderson Triton Fund Mutual fund | — | — | — | $1.3M | 3.1% | |
| American Funds Capital World Growth & Income Fund Mutual fund | — | — | — | $1.2M | 2.8% | |
| American Funds Target Date 2045 Fund Mutual fund | — | — | — | $1.2M | 2.7% | |
| American Funds Target Date 2040 Fund Mutual fund | — | — | — | $1.1M | 2.6% | |
| American Funds Target Date 2055 Fund Mutual fund | — | — | — | $1.1M | 2.6% | |
| American Funds Target Date 2025 Fund Mutual fund | — | — | — | $1.0M | 2.4% | |
| American Funds US Government Securities Fund Mutual fund | — | — | — | $879K | 2.0% | |
| American Funds Global Balanced Fund Mutual fund | — | — | — | $828K | 1.9% | |
| American Funds Target Date 2050 Fund Mutual fund | — | — | — | $808K | 1.9% | |
| American Funds Target Date 2060 Fund Mutual fund | — | — | — | $598K | 1.4% | |
| American Funds Target Date 2065 Fund Mutual fund | — | — | — | $508K | 1.2% | |
| Western Asset Core Plus Bond Fund Mutual fund | — | — | — | $369K | 0.9% | |
| American Funds Target Date 2020 Fund Mutual fund | — | — | — | $326K | 0.8% | |
| American Funds Small Cap World Fund Mutual fund | — | — | — | $254K | 0.6% | |
| Notes receivable from participants Interest rates - 4.25% to 9.50% | — | — | — | $248K | 0.6% | |
| American Funds American High Income Trust Fund Mutual fund | — | — | — | $124K | 0.3% | |
| Janus Henderson Mid Cap Value Fund Mutual fund | — | — | — | $66K | 0.2% | |
| Templeton Global Bond Fund Mutual fund | — | — | — | $46K | 0.1% | |
| American Funds Target Date 2010 Fund Mutual fund | — | — | — | $29K | <0.1% | |
| American Funds Target Date 2015 Fund Mutual fund | — | — | — | $6K | <0.1% |
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