How big is American Refrigeration Supplies, Inc.'s plan?

American Refrigeration Supplies, Inc.'s plan reported $19.6M in assets and 235 participants for 2024.

Original filing (PDF)20251010141007NAL0004318723001

American Refrigeration Supplies, Inc.

Name: American Refrigeration Supplies, Inc. — ARS 401(k), Form 5500 (2024)
Creator: American Refrigeration Supplies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ARS 401(k) and Profit Sharing Plan

401(k) retirement plan · American Refrigeration Supplies, Inc.'s ARS 401(k) and Profit Sharing Plan held $19.6M in plan assets for 235 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

235

Accounts w/ balance

237

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

John White signed American Refrigeration Supplies, Inc.'s 2024 Form 5500 as plan administrator.

John White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Refrigeration Supplies, Inc.'s EIN is 86-0067585.

EIN 86-0067585

Plan number 001

Plan year 2024

ACK ID 20251010141007NAL0004318723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Refrigeration Supplies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Refrigeration Supplies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AMERICAN REFRIGERATION SUPPLIES, INC.

EIN

all filings

Address

2632 E CHAMBERS ST · PHOENIX, AZ · 850403601

Phone

(602) 243-2792

Industry

Wholesale Trade

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASHTON THOMAS PRIVATE WEALTH	27-2399928	—	ADVISOR	$36K	—

Investments

35 direct securities · 1 pooled fund· $19.6M(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.

Mutual Funds

$16.6M

19 holdings

Other securities

$1.1M

10 holdings

Self-Directed Brokerage

$838K

1 holding

Common Collective Trusts

$572K

4 holdings

Bonds / Notes

$379K

1 holding

Common Collective Trust

$110K

1 holding

					% of plan
American Funds AF Target Date 2025 R6	Mutual Funds	—	—	$4.7M	24.0%
American Funds AF Target Date 2030 R6	Mutual Funds	—	—	$3.4M	17.4%
American Funds AF Target Date 2035 R6	Mutual Funds	—	—	$2.4M	12.1%
American Funds AF Target Date 2040 R6	Mutual Funds	—	—	$1.5M	7.4%
American Funds AF Target Date 2020 R6	Mutual Funds	—	—	$1.0M	5.1%
Self-directed brokerage account * Fidelity Investments Institutional Operations Company, Inc. Brokerage Link	Self-Directed Brokerage	—	—	$838K	4.3%
American Funds AF Target Date 2045 R6	Mutual Funds	—	—	$835K	4.3%
American Funds AF Target Date 2050 R6	Mutual Funds	—	—	$585K	3.0%
Smead Value Fund Smead Value Fund Class Y	Other securities	—	—	$570K	2.9%
Money Market Portfolio Mutual funds American Funds AF Target Date 2015 R6	Mutual Funds	—	—	$559K	2.9%
Lord Abbett Lord Abbett Short Duration Income Fund R6	Mutual Funds	—	—	$389K	2.0%
Plan participants Notes receivable with maturity dates through September 2031 and interest rates of 5.25% and 10.50%. -0-	Bonds / Notes	—	—	$379K	1.9%
Putnam Large Cap Growth Fund Class R6	Mutual Funds	—	—	$329K	1.7%
Fidelity Investments Institutional Operations Company, Inc. Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$247K	1.3%
American Funds AF Target Date 2055 R6	Mutual Funds	—	—	$233K	1.2%
American Funds AF Target Date 2060 R6	Mutual Funds	—	—	$224K	1.1%
Virtus Investment Virtus KAR Mid - Cap Core Fund	Other securities	—	—	$202K	1.0%
Fidelity Investments Institutional Operations Company, Inc. Congress Small Cap Growth Fund Retail Class	Mutual Funds	—	—	$202K	1.0%
Fidelity Investments Institutional Operations Company, Inc. Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$180K	0.9%
Fidelity Investments Institutional Operations Company, Inc. Fidelity 500 Index Fund	Common Collective Trusts	—	—	$118K	0.6%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$110K	0.6%
Principal Funds Principal Real Estate Securities Fund Class R-6	Other securities	—	—	$76K	0.4%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$63K	0.3%
American Funds AF New World R6	Mutual Funds	—	—	$62K	0.3%
Hartford The Hartford Strategic Income Fund Class R6	Other securities	—	—	$53K	0.3%
Baird Asset Management Baird Intermediate Bond Fund Class Institutional	Other securities	—	—	$52K	0.3%
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)	Mutual Funds	—	—	$52K	0.3%
Money market fund Fidelity Money Market Trust Retirement Government * Fidelity Investments Institutional Operations Company, Inc.	Mutual Funds	—	—	$47K	0.2%
Victory Trivalent Victory Trivalent International Small-Cap Fund Class I	Other securities	—	—	$38K	0.2%
Columbia Overseas Value Fund Institutional 3 Class	Other securities	—	—	$38K	0.2%
ClearBridge International Growth Fund Class IS	Other securities	—	—	$38K	0.2%
DFA Inflation-Protected Securities Portfolio Institutional Class	Mutual Funds	—	—	$35K	0.2%
American Funds AF Target Date 2065 R6	Mutual Funds	—	—	$35K	0.2%
Undiscovered Managers Undiscovered Managers Behavioral Val R6	Other securities	—	—	$34K	0.2%
Fidelity Investments Institutional Operations Company, Inc. Fidelity International Index Fund	Common Collective Trusts	—	—	$27K	0.1%
Manning & Napier Manning & Napier High Yield Bond Z	Other securities	—	—	$22K	0.1%