Original filing (PDF)20250930140253NAL0005529395001

A.H. BECK FOUNDATION CO., INC.

Name: A.H. BECK FOUNDATION CO., INC. — A.H. BECK FOUNDATION CO. INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.H. BECK FOUNDATION CO., INC.

Form 5500

FILING_RECEIVED

A.H. BECK FOUNDATION CO. INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Non-clean audit opinion25% in single holdingCorrective distributions issued

Active participants

314

Accounts w/ balance

155

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.H. BECK FOUNDATION CO., INC..

Plan sponsor

Name

A.H. BECK FOUNDATION CO., INC.

EIN

74-1202926

Address

9014 GREEN ROAD · CONVERSE, TX · 78109

Phone

(210) 342-5261

Industry

Constructionsee 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

2025-09-30

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$15K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARCADO ASSET MANAGEMENT LLC	82-1492364	—	NONE	$11K	—

Investments

25 direct securities· $12.0M(100% of reported assets)

Other securities

$11.8M

24 holdings

Cash / Money Market

$256K

1 holding

					% of plan
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$3.0M	25.1%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$1.5M	12.3%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Other securities	—	—	$1.3M	11.0%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$907K	7.5%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$850K	7.1%
American Funds Trgt Date Ret 2010 R6 America Eupac 0	Other securities	—	—	$819K	6.8%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$774K	6.4%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$622K	5.2%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$544K	4.5%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$256K	2.1%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$235K	2.0%
Schwab S&P 500 Index Fund Schwab 0	Other securities	—	—	$215K	1.8%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$200K	1.7%
DFA U.S. Targeted Value Portfolio I DFA 0	Other securities	—	—	$142K	1.2%
PIMCO Income Instl PIMCO 0	Other securities	—	—	$115K	1.0%
Vanguard Extended Market Index Adm Vanguard 0	Other securities	—	—	$106K	0.9%
Franklin Small Cap Growth R6 Franklin 0	Other securities	—	—	$94K	0.8%
American Funds American Balanced R6 American Funds 0	Other securities	—	—	$78K	0.6%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$68K	0.6%
American Eupac R6 American Funds 0	Other securities	—	—	$44K	0.4%
DFA U.S. Large Cap Value Portfolio I DFA 0	Other securities	—	—	$43K	0.4%
Schwab International Index Select Schwab 0	Other securities	—	—	$38K	0.3%
DFA Emerging Markets Portfolio Inst DFA 0	Other securities	—	—	$36K	0.3%
BlackRock Total Return K BlackRock 0	Other securities	—	—	$27K	0.2%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$3K	<0.1%