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Original filing (PDF)20251014052459NAL0001042627001
ACKERMAN MCQUEEN, INC.
Form 5500
FILING_RECEIVED
ACKERMAN MCQUEEN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
133
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACKERMAN MCQUEEN, INC..
Plan sponsor
Name
ACKERMAN MCQUEEN, INC.
EIN
73-0928288
Address
1133 N ROBINSON AVE · OKLAHOMA CITY, OK · 73103
Phone
(405) 843-7777
Industry
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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HBC CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
29 direct securities· $19.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 19.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.1M | 10.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.9M | 9.7% | |
| VAN TARG RETIRE 2070 292 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 7.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 7.1% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $950K | 4.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $868K | 4.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $777K | 4.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $718K | 3.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $701K | 3.6% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $664K | 3.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $454K | 2.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $439K | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $392K | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $391K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $391K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $318K | 1.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $314K | 1.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $292K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $252K | 1.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $166K | 0.9% | |
| FIDELITY SHORT TERM BOND INDEX | Registered Investment Companies | — | — | $149K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $149K | 0.8% | |
| BAIRD INTERMEDIATE BOND INST | Registered Investment Companies | — | — | $138K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $118K | 0.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $99K | 0.5% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $52K | 0.3% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $13K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $10K | <0.1% |
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