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Original filing (PDF)20251009142433NAL0003655251001
ADOBE DRYWALL, L.L.C.
Form 5500
FILING_RECEIVED
ADOBE DRYWALL, L.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
209
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
- 69 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 ADOBE DRYWALL, L.L.C..
Plan sponsor
Name
ADOBE DRYWALL, L.L.C.
EIN
86-1011468
Address
5213 S. 30TH STREET · SUITE B200 · PHOENIX, AZ · 85040
Phone
(602) 243-9097
Industry
Constructionsee 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
2025-10-09
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
MANSPERGER PATTERSON & MCMULLIN PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | — | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDBERG PERRY LLC | 83-2658560 | — | CONTRACT ADMIN | $13K | — |
Investments
20 direct securities · 1 pooled fund· $6.1M(98% 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
$5.8M
19 holdings
Mutual Funds
$286K
1 holding
Common Collective Trust
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 5 *American Funds AMERICAN FUNDS TARGET DATE 2035 FUND | — | — | — | $1.3M | 20.9% | |
| 4 *American Funds AMERICAN FUNDS TARGET DATE 2030 FUND | — | — | — | $908K | 14.6% | |
| 7 *American Funds AMERICAN FUNDS TARGET DATE 2045 FUND | — | — | — | $745K | 12.0% | |
| 3 *American Funds AMERICAN FUNDS TARGET DATE 2025 FUND | — | — | — | $558K | 8.9% | |
| 10 *American Funds AMERICAN FUNDS TARGET DATE 2060 FUND | — | — | — | $356K | 5.7% | |
| 14 *American Funds INVESTMENT COMPANY OF AMERICA | — | — | — | $346K | 5.5% | |
| 6 *American Funds AMERICAN FUNDS TARGET DATE 2040 FUND | — | — | — | $312K | 5.0% | |
| s 1 *American Funds AMCAP | Mutual Funds | — | — | $286K | 4.6% | |
| 17 Fidelity 500 INDEX | — | — | — | $272K | 4.4% | |
| 9 *American Funds AMERICAN FUNDS TARGET DATE 2055 FUND | — | — | — | $212K | 3.4% | |
| 16 *American Funds WASHINGTON MUTUAL INVESTORS FUND | — | — | — | $190K | 3.0% | |
| 8 *American Funds AMERICAN FUNDS TARGET DATE 2050 FUND | — | — | — | $186K | 3.0% | |
| 13 *American Funds EUROPACIFIC GROWTH | — | — | — | $87K | 1.4% | |
| 15 *American Funds NEW WORLD FUND | — | — | — | $83K | 1.3% | |
| 18 Fidelity EXTENDED MARKET INDEX | — | — | — | $76K | 1.2% | |
| 2 *American Funds AMERICAN FUNDS TARGET DATE 2020 FUND | — | — | — | $75K | 1.2% | |
| 11 *American Funds AMERICAN FUNDS TARGET DATE 2065 FUND | — | — | — | $50K | 0.8% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $35K | 0.6% | |
| 12 *American Funds BOND FUND OF AMERICA | — | — | — | $12K | 0.2% | |
| 20 Principal GLOBAL REAL ESTATE | — | — | — | $9K | 0.1% | |
| 19 Fidelity TOTAL INTERNATIONAL INDEX | — | — | — | $2K | <0.1% |
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