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Original filing (PDF)20251014132533NAL0001456403001
ASSOCIATED ADMINISTRATORS LLC
Form 5500
FILING_RECEIVED
ASSOCIATED ADMINISTRATORS LLC 401(K) PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
324
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED ADMINISTRATORS LLC.
Plan sponsor
Name
ASSOCIATED ADMINISTRATORS LLC
EIN
65-1205077
Address
911 RIDGEBROOK ROAD · SPARKS, MD · 21152
Phone
(724) 562-6430
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANDIZIO,WILKINS,LITTLE & MATTHEWS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $33K | — |
| OSAIC FINL | 41-0944586 | — | NONE | $27K | — |
Investments
29 direct securities · 1 pooled fund· $10.0M(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
$9.7M
29 holdings
Common Collective Trust
$289K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.4M | 23.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 10.6% | |
| iShares S&P 500 Index Svc iShares 0 | — | — | — | $783K | 7.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $685K | 6.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $680K | 6.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $676K | 6.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $419K | 4.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $366K | 3.6% | |
| Lord Abbett Growth Leaders R4 Lord Abbett 0 | — | — | — | $343K | 3.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $314K | 3.1% | |
| METLIFE GAC-25053 CL 25 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $289K | 2.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $245K | 2.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $225K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $199K | 2.0% | |
| Goldman Sachs Lg Cap Val Insights Instl Goldman Sachs 0 | — | — | — | $191K | 1.9% | |
| Emerald Growth Institutional Emerald 0 | — | — | — | $187K | 1.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $170K | 1.7% | |
| Principal MidCap Growth Instl Principal 0 | — | — | — | $132K | 1.3% | |
| PGIM High Yield CL Z PGIM 0 | — | — | — | $91K | 0.9% | |
| PIMCO StocksPLUS Intl US Dol Hed A PIMCO 0 | — | — | — | $89K | 0.9% | |
| Nuveen Small Cap Blend Index Retirement Nuveen 0 | — | — | — | $88K | 0.9% | |
| Invesco Intl Small-Mid Company Y Invesco 0 | — | — | — | $84K | 0.8% | |
| American Funds New World R4 American Funds 0 | — | — | — | $77K | 0.8% | |
| Virtus NFJ Mid-Cap Value I Virtus 0 | — | — | — | $69K | 0.7% | |
| Cohen & Steers Realty Shares Fund Cohen & Steers 0 | — | — | — | $63K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $41K | 0.4% | |
| BlackRock Total Return K BlackRock 0 | — | — | — | $35K | 0.3% | |
| Principal MidCap S&P 400 Index R5 Principal 0 | — | — | — | $24K | 0.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $9K | <0.1% |
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