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Original filing (PDF)20250911144044NAL0000377185001
ACOMA BUSINESS ENTERPRISES
Form 5500
FILING_RECEIVED
ACOMA BUSINESS ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
282
Accounts w/ balance
351
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACOMA BUSINESS ENTERPRISES.
Plan sponsor
Name
ACOMA BUSINESS ENTERPRISES
EIN
85-0448136
Address
7 SKY CITY DRIVE · ACOMA, NM · 87034
Phone
(505) 552-1072
Industry
Accommodation & Food Servicessee 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
2025-09-11
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
REDW LLC
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 | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS LLC | — | PHOENIX, AZ | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
32 direct securities· $8.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company | — | — | — | $1.9M | 23.1% | |
| Empower Trust Company | — | — | — | $1.2M | 14.3% | |
| Empower Trust Company | — | — | — | $853K | 10.1% | |
| Empower Trust Company | — | — | — | $731K | 8.7% | |
| Empower Trust Company | — | — | — | $709K | 8.4% | |
| Empower Trust Company | — | — | — | $706K | 8.4% | |
| Participant loans | — | — | — | $436K | 5.2% | |
| Empower Trust Company | — | — | — | $264K | 3.1% | |
| Empower Trust Company | — | — | — | $253K | 3.0% | |
| Empower Trust Company | — | — | — | $233K | 2.8% | |
| Empower Trust Company | — | — | — | $144K | 1.7% | |
| Empower Trust Company | — | — | — | $129K | 1.5% | |
| Empower Trust Company | — | — | — | $109K | 1.3% | |
| Empower Trust Company | — | — | — | $94K | 1.1% | |
| Empower Trust Company | — | — | — | $82K | 1.0% | |
| Empower Trust Company | — | — | — | $73K | 0.9% | |
| Empower Trust Company | — | — | — | $72K | 0.9% | |
| Empower Trust Company | — | — | — | $50K | 0.6% | |
| Empower Trust Company | — | — | — | $47K | 0.6% | |
| Empower Trust Company | — | — | — | $43K | 0.5% | |
| Empower Trust Company | — | — | — | $39K | 0.5% | |
| Empower Trust Company | — | — | — | $27K | 0.3% | |
| Empower Trust Company | — | — | — | $26K | 0.3% | |
| Empower Trust Company | — | — | — | $15K | 0.2% | |
| Empower Trust Company | — | — | — | $13K | 0.2% | |
| Empower Trust Company | — | — | — | $9K | 0.1% | |
| Empower Trust Company | — | — | — | $7K | <0.1% | |
| Empower Trust Company | — | — | — | $5K | <0.1% | |
| Empower Trust Company | — | — | — | $4K | <0.1% | |
| Empower Trust Company | — | — | — | $4K | <0.1% | |
| Empower Trust Company | — | — | — | $3K | <0.1% | |
| Empower Trust Company | — | — | — | $1K | <0.1% |