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Original filing (PDF)20250926131033NAL0010154384001
AA ASPHALTING, LLC
Form 5500
FILING_RECEIVED
AA ASPHALTING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
214
Accounts w/ balance
211
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 118% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AA ASPHALTING, LLC.
Plan sponsor
Name
AA ASPHALTING, LLC
EIN
91-1020538
Address
14720 PUYALLUP ST · SUMNER, WA · 98390
Phone
(253) 939-0214
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
2025-09-26
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $34K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $24K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $17K | — |
| MATRIX TRUST | 75-3182674 | — | NONE | $5K | — |
Investments
26 direct securities · 1 pooled fund· $12.8M(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
$12.0M
26 holdings
Common Collective Trust
$810K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.2M | 17.2% | |
| PGIM Total Return Bond Z | — | — | — | $1.1M | 8.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $1.1M | 8.6% | |
| Vanguard Equity Income Adm | — | — | — | $1.0M | 7.8% | |
| Vanguard FTSE Social Index Adm | — | — | — | $978K | 7.7% | |
| Vanguard Extended Market Index Admiral | — | — | — | $967K | 7.6% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $857K | 6.7% | |
| American Funds Europac R4 | — | — | — | $817K | 6.4% | |
| GREAT GRAY CIT III METLIFE GA 25554 GREAT GREY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $810K | 6.3% | |
| Allspring Special Small Cap Value Fund Institutional | — | — | — | $520K | 4.1% | |
| Vanguard Explorer Adm | — | — | — | $453K | 3.5% | |
| Fidelity Emerging Markets Idx Instl Prm | — | — | — | $412K | 3.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $384K | 3.0% | |
| Fidelity Inflation-Prot Bd Idx InstlPrm | — | — | — | $326K | 2.6% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $167K | 1.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $134K | 1.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $113K | 0.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $90K | 0.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $73K | 0.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $58K | 0.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $48K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $45K | 0.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $24K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $8K | <0.1% |
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