Back to filter
Original filing (PDF)20250915135620NAL0002522034001
AUTOMATIC FIRE PROTECTION, LLC.
Form 5500
FILING_RECEIVED
AUTOMATIC FIRE PROTECTION, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
209
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
35 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 (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMATIC FIRE PROTECTION, LLC..
Plan sponsor
Name
AUTOMATIC FIRE PROTECTION, LLC.
EIN
75-1332165
Address
P. O. BOX 1551 · SAN ANGELO, TX · 76902
Phone
(325) 651-9000
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONDLEY & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $785 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMINISTRATOR | $6K | — |
Investments
34 direct securities · 2 pooled funds· $15.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.5M
34 holdings
Pooled Separate Account
$7.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6.6M | 76.8% | |
| Talcott Resolution Life Insurance Company General Account (Fixed Annuities) | — | — | — | $1.5M | 18.0% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2030 | — | — | — | $932K | 10.9% | |
| Empower Retirement, LLC Vanguard 500 Index Admiral | — | — | — | $667K | 7.8% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2040 | — | — | — | $651K | 7.6% | |
| Empower Retirement, LLC Hartford Dividend And Growth R6 | — | — | — | $434K | 5.1% | |
| SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $434K | 5.1% | |
| Empower Retirement, LLC Jpmorgan Large Cap Growth R6 | — | — | — | $396K | 4.6% | |
| Empower Retirement, LLC American Funds New Perspective R6 | — | — | — | $383K | 4.5% | |
| Empower Retirement, LLC American Funds American Balanced R6 | — | — | — | $371K | 4.3% | |
| Empower Retirement, LLC American Funds Income Fund Of Amer R6 | — | — | — | $366K | 4.3% | |
| Empower Retirement, LLC Invesco Small Cap Growth R6 | — | — | — | $351K | 4.1% | |
| Empower Retirement, LLC Dws Rreef Real Estate Securities R6 | — | — | — | $248K | 2.9% | |
| Empower Retirement, LLC Mfs Mid Cap Growth R6 | — | — | — | $242K | 2.8% | |
| Empower Retirement, LLC Clearbridge Large Cap Growth Is | — | — | — | $220K | 2.6% | |
| Empower Retirement, LLC American Funds Growth Fund Of Amer R6 | — | — | — | $212K | 2.5% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement Bal | — | — | — | $203K | 2.4% | |
| Empower Retirement, LLC Massmutual High Yield | — | — | — | $165K | 1.9% | |
| Empower Retirement, LLC American Funds Capital Income Bldr R6 | — | — | — | $156K | 1.8% | |
| Empower Retirement, LLC Massmutual Blue Chip Growth | — | — | — | $149K | 1.7% | |
| Empower Retirement, LLC American Funds Washington Mutual R6 | — | — | — | $132K | 1.5% | |
| Empower Retirement, LLC American Funds Europacific Growth R6 | — | — | — | $123K | 1.4% | |
| Empower Retirement, LLC Invesco Main Street Mid Cap R6 | — | — | — | $118K | 1.4% | |
| Empower Retirement, LLC Massmutual Small Cap Opps | — | — | — | $107K | 1.3% | |
| Empower Retirement, LLC Blackrock Health Sciences Opps K | — | — | — | $79K | 0.9% | |
| Empower Retirement, LLC Franklin Income R6 | — | — | — | $65K | 0.8% | |
| Empower Retirement, LLC Blackrock Equity Dividend K | — | — | — | $65K | 0.8% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2060 | — | — | — | $44K | 0.5% | |
| Empower Retirement, LLC Columbia Select Mid Cap Value Instl 3 | — | — | — | $38K | 0.4% | |
| Empower Retirement, LLC Lord Abbett Bond Debenture R6 | — | — | — | $37K | 0.4% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2045 | — | — | — | $15K | 0.2% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2050 | — | — | — | $11K | 0.1% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2020 | — | — | — | $8K | <0.1% | |
| Empower Retirement, LLC Mfs Total Return R6 | — | — | — | $6K | <0.1% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2025 | — | — | — | $5K | <0.1% | |
| Empower Retirement, LLC Massmutual Select Trp Retirement 2055 | — | — | — | $3K | <0.1% |
Related plans
Other plans using JULY BUSINESS SERVICES
HEARTLAND FINANCIAL USA, INC
HTLF RETIREMENT PLAN
$318.2M · 1,683 participants
CAMPBELL SCIENTIFIC, INC.
CAMPBELL SCIENTIFIC PROFIT SHARING PLAN
$105.6M · 605 participants
CIMPLIFY
UROLOGY HEALTHCARE GROUP, INC. 401(K)/PROFIT SHARING PLAN
$91.3M · 381 participants
STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY
ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN
$85.6M · 1,132 participants
KENDALL HUNT PUBLISHING COMPANY
KENDALL HUNT RETIREMENT PLAN
$77.1M · 330 participants
CLINICAL PATHOLOGY ASSOCIATES
CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST
$74.0M · 125 participants
Similar-size Construction plans
S&A SYSTEMS, INC.
S&A 401(K) PLAN
$8.5M · 21 participants
PLEKKENPOL BUILDERS, INC.
PLEKKENPOL BUILDERS, INC. 401K PROFIT SHARING & TRUST
$8.6M · 44 participants
AERIAL SOLUTIONS INC
AERIAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST
$8.5M · 67 participants
SILVERTIP, INC.
SILVERTIP, INC. 401(K) PROFIT SHARING PLAN
$8.5M · 75 participants
RAEL AUTOMATIC SPRINKLER COMPANY, INC.
RAEL AUTOMATIC SPRINKLER COMPANY, INC. PROFIT SHARING PLAN
$8.5M · 106 participants
JOHN J. BRENNAN CONSTRUCTION COMPANY, INC.
JOHN J. BRENNAN RETIREMENT SAVINGS PLAN
$8.6M · 56 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants