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Original filing (PDF)20251015221654NAL0002920115001
AUTHORITY BRANDS, INC.
Form 5500
FILING_RECEIVED
AUTHORITY BRANDS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,416
Accounts w/ balance
1,713
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 280% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTHORITY BRANDS, INC..
Plan sponsor
Name
AUTHORITY BRANDS, INC.
EIN
83-1724245
Address
7120 SAMUEL MORSE DRIVE SUITE 300 · COLUMBIA, MD · 21046
Phone
(410) 252-2319
Industry
Admin Support & Waste Mgmtsee 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)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $124K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $106K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $81K | — |
Investments
25 direct securities· $50.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Adm Mutual Fund | — | — | — | $6.5M | 12.7% | |
| JP Morgan Smart retirement 2040 R6 Mutual Fund | — | — | — | $4.4M | 8.5% | |
| JP Morgan Smart retirement 2030 R6 Mutual Fund | — | — | — | $4.2M | 8.2% | |
| Vanguard Ftse All-Wld Ex-Us Inx Admiral Mutual Fund | — | — | — | $3.8M | 7.4% | |
| JP Morgan Smart retirement 2035 R6 Mutual Fund | — | — | — | $3.6M | 7.0% | |
| JP Morgan Smart retirement 2025 R6 Mutual Fund | — | — | — | $3.4M | 6.6% | |
| JP Morgan Smart retirement 2045 R6 Mutual Fund | — | — | — | $3.3M | 6.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $3.0M | 5.9% | |
| JP Morgan Smart retirement 2050 R6 Mutual Fund | — | — | — | $2.9M | 5.7% | |
| JP Morgan Smart retirement 2055 R6 Mutual Fund | — | — | — | $2.8M | 5.6% | |
| JP Morgan Smart retirement 2060 R6 Mutual Fund | — | — | — | $2.5M | 4.9% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.7M | 3.4% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $1.6M | 3.1% | |
| Voya Large Cap Growth R6 Mutual Fund | — | — | — | $1.3M | 2.5% | |
| Federated Hermes Us Treasury Cash Reserve Premium Mutual Fund | — | — | — | $1.0M | 2.0% | |
| Hartford International Opportunities R6 Mutual Fund | — | — | — | $761K | 1.5% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $639K | 1.2% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $571K | 1.1% | |
| JP Morgan Smart retirement 2020 R6 Mutual Fund | — | — | — | $530K | 1.0% | |
| Macquarie Small Cap Core R6 Mutual Fund | — | — | — | $522K | 1.0% | |
| Carillon Scout Mid Cap R-6 Mutual Fund | — | — | — | $464K | 0.9% | |
| Pimco Income Instl Mutual Fund | — | — | — | $381K | 0.7% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $119K | 0.2% | |
| JP Morgan Smart retirement 2065 R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| Jpmorgan Smartretirement Income R6 Mutual Fund | — | — | — | $10K | <0.1% |
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