How big is A-Core, Inc.'s plan?

A-Core, Inc.'s plan reported $11.2M in assets and 341 participants for 2024.

Original filing (PDF)20251022120753NAL0001406897001

A-Core, Inc.

Name: A-Core, Inc. — A-Core, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: A-Core, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

A-Core, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · A-Core, Inc.'s A-Core, Inc. 401(k) Profit Sharing Plan held $11.2M in plan assets for 341 participants in 2024, with Empower as recordkeeper.

Signals · 1

~87 bps in Sched C fees

Active participants

341

Accounts w/ balance

565

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

A-Core, Inc.'s EIN is 87-0322873.

EIN 87-0322873

Plan number 002

Plan year 2024

ACK ID 20251022120753NAL0001406897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A-Core, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A-Core, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A-CORE, INC..

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How this plan invests

This plan

5 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (9th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

A-CORE, INC.

EIN

all filings

Address

5360 S RILEY LN · MURRAY, UT · 84107

Phone

(801) 261-5552

Industry

Construction

Plan administrator

Name

NATIONAL BENEFIT SERVICES, LLC

EIN

20-3886993

City

KANSAS CITY, MO

Phone

(801) 532-4000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$31K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities · 5 pooled funds· $11.2M(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

$9.8M

26 holdings

Common Collective Trust

$627K

5 holdings

Other securities

$410K

3 holdings

Common Collective Trusts

$388K

1 holding

U.S. Treasuries

$27K

1 holding

					% of plan
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$2.5M	22.0%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$1.9M	17.3%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$695K	6.2%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$647K	5.8%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$468K	4.2%
Vanguard Growth & Income Adm Mutual Fund	Mutual Funds	—	—	$438K	3.9%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$400K	3.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$388K	3.5%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$310K	2.8%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$296K	2.6%
MFS Technology R6 Mutual Fund	Mutual Funds	—	—	$255K	2.3%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$250K	2.2%
Brown Advisory Sustainable Growth I Mutual Fund	Other securities	—	—	$222K	2.0%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$186K	1.7%
Empower Key Guaranteed Portfolio Fixed Annuity Fund	Other securities	—	—	$175K	1.6%
BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$165K	1.5%
Vanguard Energy Adm Mutual Fund	Mutual Funds	—	—	$164K	1.5%
Franklin Utilities Adv Mutual Fund	Mutual Funds	—	—	$153K	1.4%
BLACKROCK EAFE EQUITY INDEX FEE CIR GREAT GRAY · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$150K	1.3%
BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004	Common Collective Trust	—	—	$124K	1.1%
Dodge & Cox Income - I Mutual Fund	Mutual Funds	—	—	$120K	1.1%
MYWAY RETIREMENT MID CAP GROWTH FD GREAT GRAY · EIN 38-4139870 / PN 648	Common Collective Trust	—	—	$115K	1.0%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$112K	1.0%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$111K	1.0%
Vanguard Financials Index Adm Mutual Fund	Mutual Funds	—	—	$106K	0.9%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$105K	0.9%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$102K	0.9%
Vanguard International Value Portfolio Mutual Fund	Mutual Funds	—	—	$87K	0.8%
DFA Global Real Estate Securities Port Mutual Fund	Mutual Funds	—	—	$76K	0.7%
BLACKROCK U.S. TIPS INDEX 1 BLACKROCK FUNDS-COLLETIVE TRUSTS · EIN 38-4116835 / PN 510	Common Collective Trust	—	—	$74K	0.7%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$73K	0.6%
Allspring Special Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$72K	0.6%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$64K	0.6%
Janus Henderson Global Life Sciences I Mutual Fund	Mutual Funds	—	—	$60K	0.5%
PIMCO Int Bond (USD-Hedged) Instl Mutual Fund	U.S. Treasuries	—	—	$27K	0.2%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$13K	0.1%