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Original filing (PDF)20251010103305NAL0004504115001
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.
Form 5500
FILING_RECEIVED
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN
401(k) retirement plan
Signals · 1
8 service providers
Active participants
1,407
Accounts w/ balance
1,651
Plan assets (EOY)
$266.8M
Net assets (EOY)
$266.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 20 bps in Schedule C fees — 101% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CONSOLIDATED NATURAL RESOURCES, INC..
Plan sponsor
Name
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.
EIN
85-1621594
Address
46226 NATIONAL ROAD · ST. CLAIRSVILLE, OH · 43950
Phone
(740) 338-3100
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $299K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | CONSULTANT | $73K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | INVESTMENT ADVISOR | $61K | — |
Broker
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTLEVIEW PARTNERS LLC | 47-4596387 | — | SECURITIES BROKER | $85K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | SECURITIES BROKER | $17K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $486 | — |
| SUMMIT GLOBAL INVESTMENTS LLC | 27-3616371 | — | SECURITIES BROKER | $429 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $266.5M(100% 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.
Uncategorized
$248.1M
31 holdings
Common Collective Trust
$18.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 Registered Investment Company Shares | — | — | — | $33.5M | 12.6% | |
| BlackRock Equity Dividend K Registered Investment Company Shares | — | — | — | $24.1M | 9.0% | |
| Vanguard Institutional Index I Registered Investment Company Shares | — | — | — | $23.3M | 8.7% | |
| GOLDMAN SACHS STABLE VALUE INSTL CL GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $18.4M | 6.9% | |
| American Funds EuroPacific Growth R6 Registered Investment Company Shares | — | — | — | $16.2M | 6.1% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company Shares | — | — | — | $13.5M | 5.1% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company Shares | — | — | — | $10.7M | 4.0% | |
| JPMorgan Government Bond Select R6 Registered Investment Company Shares | — | — | — | $10.5M | 3.9% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company Shares | — | — | — | $9.7M | 3.6% | |
| Vanguard Total Bond Market Index I Registered Investment Company Shares | — | — | — | $9.2M | 3.5% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company Shares | — | — | — | $9.1M | 3.4% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Accounts | — | — | — | $8.4M | 3.1% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company Shares | — | — | — | $8.3M | 3.1% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company Shares | — | — | — | $8.0M | 3.0% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company Shares | — | — | — | $7.9M | 3.0% | |
| Metropolitan West Total Return Bond Plan Registered Investment Company Shares | — | — | — | $7.1M | 2.7% | |
| Participant Loans Interest rates 4.25% to 9.50% (cost $0) | — | — | — | $6.6M | 2.5% | |
| Vanguard Mid Cap Index Fund Registered Investment Company Shares | — | — | — | $6.4M | 2.4% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company Shares | — | — | — | $5.6M | 2.1% | |
| American Beacon Small Cap Value R5 Registered Investment Company Shares | — | — | — | $5.6M | 2.1% | |
| T. Rowe Price Mid Cap Growth Fund I Registered Investment Company Shares | — | — | — | $4.7M | 1.8% | |
| Vanguard Small Cap Index Admiral Registered Investment Company Shares | — | — | — | $4.2M | 1.6% | |
| MFS Mid Cap Value R6 Registered Investment Company Shares | — | — | — | $3.6M | 1.3% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company Shares | — | — | — | $2.9M | 1.1% | |
| Nuveen Real Estate Securities R6 Registered Investment Company Shares | — | — | — | $2.5M | 1.0% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company Shares | — | — | — | $2.5M | 0.9% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company Shares | — | — | — | $1.9M | 0.7% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company Shares | — | — | — | $1.1M | 0.4% | |
| Vanguard Target Retirement Income Registered Investment Company Shares | — | — | — | $520K | 0.2% | |
| Vanguard Materials Index Admiral Registered Investment Company Shares | — | — | — | $397K | 0.1% | |
| Vanguard Target Retirement 2070 Inv Registered Investment Company Shares | — | — | — | $232K | <0.1% | |
| Transamerica Government Money Market Money Market fund | — | — | — | $10K | <0.1% |