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Original filing (PDF)20251014054900NAL0002262673001
ACM, LLC
Form 5500
FILING_RECEIVED
ACM, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~75 bps in Sched C fees
Active participants
91
Accounts w/ balance
233
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACM, LLC.
Plan sponsor
Name
ACM, LLC
EIN
80-0711407
Address
5616 PEACHTREE ROAD · SUITE 120 · CHAMBLEE, GA · 30341
Phone
(609) 980-7250
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
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 | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $13K | — |
Investments
22 direct securities · 1 pooled fund· $3.0M(96% 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.
Registered Investment Companies
$3.0M
22 holdings
Common Collective Trust
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $523K | 16.5% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $429K | 13.5% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $342K | 10.8% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $294K | 9.3% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $273K | 8.6% | |
| AB LARGE CAP GROWTH R | Registered Investment Companies | — | — | $240K | 7.6% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $141K | 4.5% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $135K | 4.3% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $121K | 3.8% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $92K | 2.9% | |
| BLACKROCK ADV INTERNATIONAL R | Registered Investment Companies | — | — | $83K | 2.6% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $80K | 2.5% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $59K | 1.9% | |
| BOND FUND OF AMER R2E | Registered Investment Companies | — | — | $50K | 1.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $50K | 1.6% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $45K | 1.4% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $24K | 0.8% | |
| FIDELITY INTL CAPITAL APP M | Registered Investment Companies | — | — | $18K | 0.6% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $16K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $11K | 0.4% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $10K | 0.3% | |
| AMERICAN CENTURY SC GROWTH R | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMC GLOBAL RE - R | Registered Investment Companies | — | — | $3K | <0.1% |
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