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Original filing (PDF)20251015112517NAL0004707121001
AMERIFORGE GROUP, INC. DBA AFGLOBAL CORPORATION
Form 5500
FILING_RECEIVED
AMERIFORGE 401 (K) PLAN
401(k) retirement plan
Active participants
327
Accounts w/ balance
529
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERIFORGE GROUP, INC. DBA AFGLOBAL CORPORATION.
Plan sponsor
Name
AMERIFORGE GROUP, INC. DBA AFGLOBAL CORPORATION
EIN
76-0607053
Address
13770 INDUSTRIAL ROAD · HOUSTON, TX · 77015
Phone
(713) 393-4393
Industry
Manufacturingsee 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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | CONSULTANT | $26K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAM, LANGSTON & BREZINA, LLP | 76-0448495 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
21 direct securities· $22.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mutual Fund – 500 Index Fund | — | — | — | $3.4M | 15.1% | |
| Black Rock Mutual Fund – LifePath Index 2030 Fund Class K Shares | — | — | — | $2.3M | 10.5% | |
| Black Rock Mutual Fund – LifePath Index Retirement Fund Class K | — | — | — | $2.2M | 10.1% | |
| Shares Vanguard Mutual Fund – U.S. Growth Fund Admiral Shares | — | — | — | $1.9M | 8.7% | |
| Black Rock Mutual Fund – LifePath Index 2035 Fund Class K Shares | — | — | — | $1.6M | 7.1% | |
| Black Rock Mutual Fund – LifePath Index 2040 Fund Class K Shares | — | — | — | $1.5M | 6.6% | |
| Black Rock Mutual Fund – LifePath Index 2045 Fund Class K Shares | — | — | — | $1.5M | 6.6% | |
| Vanguard Money Market Fund – Treasury Money Market Fund | — | — | — | $1.4M | 6.2% | |
| Black Rock Mutual Fund – LifePath Index 2050 Fund Class K Shares | — | — | — | $926K | 4.2% | |
| Fidelity Mutual Fund – International Capital Appreciation K6 Fund | — | — | — | $831K | 3.7% | |
| Notes receivable from Participant notes receivable bearing interest at rates participants ranging from 3.25% to 8.50% per year | — | — | — | $716K | 3.2% | |
| Neuberger Berman Mutual Fund – Mid Cap Growth Fund R6 Class | — | — | — | $695K | 3.1% | |
| Vanguard Mutual Fund – Small Cap Index Fund Admiral Shares | — | — | — | $682K | 3.1% | |
| Black Rock Mutual Fund – LifePath Index 2055 Fund Class K Shares | — | — | — | $498K | 2.2% | |
| Fidelity Mutual Fund – Total Bond K6 Fund | — | — | — | $494K | 2.2% | |
| Black Rock Mutual Fund – LifePath Index 2060 Fund Class K Shares | — | — | — | $394K | 1.8% | |
| Fidelity Mutual Fund – International Index Fund | — | — | — | $357K | 1.6% | |
| Vanguard Mutual Fund – Equity-Income Fund Admiral Shares | — | — | — | $321K | 1.4% | |
| Fidelity Mutual Fund – U.S. Bond Index Fund | — | — | — | $320K | 1.4% | |
| Fidelity Mutual Fund – Mid Cap Index Fund | — | — | — | $126K | 0.6% | |
| Allspring Mutual Fund – Special Mid Cap Value Fund Class R6 | — | — | — | $96K | 0.4% |