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Original filing (PDF)20250620050557NAL0002154995001
AUDRIK INC.
Form 5500
FILING_RECEIVED
AUDRIK INC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
94
Accounts w/ balance
148
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T.ROWE PRICE RETIREMENT 2040-R" is 30% of plan.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUDRIK INC..
Plan sponsor
Name
AUDRIK INC.
EIN
80-0347493
Address
12898 WESTMORE STREET · LIVONIA, MI · 48150
Phone
(734) 756-6814
Industry
Plumbing, Heating, AC Contractors· 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
2025-06-20
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
UHY ADVISORS INC. 12900 HALL RO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FSC SECURITIES CORP | — | ATLANTA, GA | ADVISOR | $0 | — |
Investments
17 direct securities · 1 pooled fund· $1.3M(99% 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.
Registered Investment Companies
$1.3M
17 holdings
Common Collective Trust
$44
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $378K | 29.7% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $330K | 25.9% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $205K | 16.1% | |
| AMER CENT ULTRA FUND - R | Registered Investment Companies | — | — | $111K | 8.7% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $85K | 6.7% | |
| NATIONWIDE MD CP MKT IND FD R 411 REGISTERED INVESTMENT COMPANY BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $84K | 6.6% | |
| FRK INTL GR R 23 REGISTERED INVESTMENT COMPANY AMF AMERICAN MUTUAL R2E | Registered Investment Companies | — | — | $19K | 1.5% | |
| INVESCO GOLD SP MIN R 836 REGISTERED INVESTMENT COMPANY GOLDMAN SMALL CAP VALUE R | Registered Investment Companies | — | — | $9K | 0.7% | |
| PGIM JENN NATURAL RESOURCES R | Registered Investment Companies | — | — | $8K | 0.7% | |
| THE INC FUND OF AMER R2E | Registered Investment Companies | — | — | $7K | 0.6% | |
| WESTERN ASSET CORE PLUS BOND R | Registered Investment Companies | — | — | $7K | 0.5% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $3K | 0.2% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $3K | 0.2% | |
| BLACKROCK GLOBAL ALLOCATION R 254 REGISTERED INVESTMENT COMPANY AB GLOBAL RE INVESTMENT R | Registered Investment Companies | — | — | $3K | 0.2% | |
| PARAMETRIC INTERNATIONAL EQ R 38 REGISTERED INVESTMENT COMPANY MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $2K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R 11 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $1K | 0.1% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $1K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $44 | <0.1% |
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