Form 5500 Search
Back to filter
Original filing (PDF)20241015161851NAL0016862387001

ADM ASSOCIATES, INC.

Form 5500
FILING_RECEIVED
401 (K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
110
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADM ASSOCIATES, INC..
Plan sponsor
Name
ADM ASSOCIATES, INC.
EIN
94-2564794
Address
3239 RAMOS CIRCLE · SACRAMENTO, CA · 95827
Phone
(916) 363-8383
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
WILLIAMS AND OLDS CPAS
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$15K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
CETERA ADVISORS LLC84-0858799—ADVISOR$17K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans

Other plans using CETERA ADVISORS LLC
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
POST & SCHELL, P.C.
POST & SCHELL, P.C. PROFIT SHARING PLAN
$160.9M · 276 participants
TASI HOLDINGS, INC.
TASI HOLDINGS 401(K) PLAN
$131.5M · 1,260 participants
SMYRNA READY MIX CONCRETE, LLC
SMYRNA READY MIX 401(K) PROFIT SHARING PLAN AND TRUST
$119.9M · 3,887 participants
CEDAR VALLEY MEDICAL SPECIALISTS, P.C.
CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN
$112.7M · 499 participants
Similar-size Wholesale Trade plans
KING LIGHTING, INC.
KING LIGHTING, INC. EMPLOYEES PROFIT SHARING & 401(K) PLAN
$9.6M · 24 participants
CYBERPOWER INC.
CYBERPOWER, INC. 401(K) PLAN
$9.6M · 211 participants
THE FALCON CORPORATION
DCA PROFIT SHARING 401(K) PLAN
$9.6M · 141 participants
ROSENBERGER SITE SOLUTIONS LLC
RSS 401K RETIREMENT PLAN
$9.6M · 86 participants
ADVANCED LIGHTING CONCEPTS LLC
ADVANCED LIGHTING CONCEPTS LLC 401(K) PROFIT SHARING PLAN
$9.6M · 113 participants
WAMCO, INC.
WAMCO, INC. 401(K) PLAN & TRUST
$9.6M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B