Back to filter
Original filing (PDF)20251015131018NAL0002343587001
AUSTIN INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
AUSTIN ADVANTAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,165
Accounts w/ balance
4,653
Plan assets (EOY)
$350.9M
Net assets (EOY)
$350.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUSTIN INDUSTRIES, INC..
Plan sponsor
Name
AUSTIN INDUSTRIES, INC.
EIN
75-1440225
Address
3535 TRAVIS STREET · SUITE 300 · DALLAS, TX · 752041466
Phone
(214) 443-5500
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $174K | — |
Investments
31 direct securities · 2 pooled funds· $350.6M(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
$347.0M
31 holdings
Common Collective Trust
$3.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund - | — | — | — | $56.4M | 16.1% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual Fund - | — | — | — | $37.3M | 10.6% | |
| Vanguard Wellington Fund Investor Shares Mutual Fund - | — | — | — | $37.1M | 10.6% | |
| Vanguard Federal Money Market Fund Money Market Fund - | — | — | — | $18.4M | 5.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund - | — | — | — | $18.0M | 5.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - | — | — | — | $17.9M | 5.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - | — | — | — | $16.6M | 4.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - | — | — | — | $14.9M | 4.2% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund - | — | — | — | $14.1M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - | — | — | — | $13.4M | 3.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - | — | — | — | $12.5M | 3.6% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual Fund - | — | — | — | $12.2M | 3.5% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund - | — | — | — | $10.5M | 3.0% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Fund - | — | — | — | $10.0M | 2.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - | — | — | — | $9.8M | 2.8% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund - | — | — | — | $9.4M | 2.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund - | — | — | — | $8.0M | 2.3% | |
| Varying maturity dates, * Notes receivable from participants interest rates from 1% to 9.5% - | — | — | — | $7.4M | 2.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - | — | — | — | $6.6M | 1.9% | |
| Vanguard Target Retirement Income Mutual Fund - | — | — | — | $4.6M | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund - | — | — | — | $4.4M | 1.3% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares Mutual Fund - | — | — | — | $3.8M | 1.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FUDICIARY TRUST COMPANY · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - | — | — | — | $2.6M | 0.8% | |
| AB Large Cap Growth Fund; Class Z Mutual Fund - | — | — | — | $782K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - | — | — | — | $182K | <0.1% | |
| MFS International Diversification Fund; Class R6 Mutual Fund - | — | — | — | $104K | <0.1% | |
| John Hancock Bond Fund; Class R6 Mutual Fund - | — | — | — | $34K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio; Class K Mutual Fund - | — | — | — | $24K | <0.1% | |
| Franklin Small Cap Value Fund; Class R6 Mutual Fund - | — | — | — | $6K | <0.1% | |
| John Hancock Disciplined Value Mid Cap Fund; Class R6 Mutual Fund - | — | — | — | $5K | <0.1% | |
| PIMCO Income Fund; Institutional Class Mutual Fund - | — | — | — | $2K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FUDICIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Construction plans
THE TRUSTEES OF THE WISCONSIN LABORERS' HEALTH FUND
WISCONSIN LABORERS HEALTH FUND
$359.9M · 5,960 participants
SUFFOLK CONSTRUCTION COMPANY, INC.
SUFFOLK CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT PLAN
$336.4M · 2,173 participants
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUND
WISCONSIN MASONS PENSION FUND
$327.0M · 1,001 participants
RYAN COMPANIES US, INC.
RYAN COMPANIES US, INC. RETIREMENT PLAN
$324.0M · 1,520 participants
BOARD OF TRUSTEES THE TOPPING OUT FUND OF THE IW LOCALS 40, 361 & 417
THE TOPPING OUT FUND OF THE IRON WORKERS LOCALS 40 361 & 417
$322.1M · 1,909 participants
BARTON MALOW HOLDINGS LLC
BARTON MALOW PROFIT SHARING AND SAVINGS PLAN
$313.1M · 1,406 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