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Original filing (PDF)20251010103300NAL0004504051001
AUDUBON ENGINEERING COMPANY, L.L.C.
Form 5500
FILING_RECEIVED
AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
1,252
Accounts w/ balance
1,194
Plan assets (EOY)
$111.3M
Net assets (EOY)
$111.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 82% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUDUBON ENGINEERING COMPANY, L.L.C..
Plan sponsor
Name
AUDUBON ENGINEERING COMPANY, L.L.C.
EIN
72-1387543
Address
111 VETERANS BLVD., SUITE 1200 · METAIRIE, LA · 70005
Phone
(504) 833-5669
Industry
Engineering Services· Professional & Technical Servicessee 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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KUSHNER LAGRAIZE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $61K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $40K | — |
Investments
27 direct securities · 1 pooled fund· $113.7M(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
$111.3M
27 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity * 500 Index Fund | — | — | — | $17.6M | 15.8% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $11.8M | 10.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $9.7M | 8.7% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $9.1M | 8.2% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $8.6M | 7.7% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $8.4M | 7.5% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $6.6M | 5.9% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $4.5M | 4.1% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | — | — | — | $4.5M | 4.0% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $3.6M | 3.2% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $3.3M | 2.9% | |
| MFS Value Fund Class R6 | — | — | — | $3.0M | 2.7% | |
| Fidelity * Small Cap Index Fund | — | — | — | $2.9M | 2.6% | |
| Fidelity * Mid-Cap Growth Index Fund | — | — | — | $2.5M | 2.2% | |
| Galliard Stable Return Fund Class C | — | — | — | $2.4M | 2.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.1% | |
| American Funds New Perspective Fund Class R-6 | — | — | — | $2.1M | 1.8% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $2.0M | 1.8% | |
| Fidelity * Extended Market Index Fund | — | — | — | $1.6M | 1.4% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $1.6M | 1.4% | |
| Participant Loans* Interest between 4.25% and 9.50% with maturity - | — | — | — | $1.5M | 1.3% | |
| Fidelity * Mid-Cap Value Index Fund | — | — | — | $1.1M | 1.0% | |
| Invesco International Small-Mid Company Fund Class Y | — | — | — | $914K | 0.8% | |
| PIMCO Income Fund Institutional Class | — | — | — | $892K | 0.8% | |
| Fidelity * Real Estate Index Fund | — | — | — | $795K | 0.7% | |
| Vanguard Institutional Target Retirement Income | — | — | — | $522K | 0.5% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $12K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 | — | — | — | $3K | <0.1% |
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