Original filing (PDF)20250828161219NAL0010628801001

ASSOCIATED READY MIXED CONCRETE, INC.

Name: ASSOCIATED READY MIXED CONCRETE, INC. — ASSOCIATED READY MIXED CONCRETE, INC. 401(K) PLAN, Form 5500 (2023)
Creator: ASSOCIATED READY MIXED CONCRETE, INC.

Form 5500

FILING_RECEIVED

ASSOCIATED READY MIXED CONCRETE, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 9.4 mo~89 bps in Sched C fees

Active participants

500

Accounts w/ balance

642

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

How this plan invests

This plan

20 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 9.4 months past the 10.5-month grace window.
89 bps in Schedule C fees — 206% above peer band of 29 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED READY MIXED CONCRETE, INC..

Plan sponsor

Name

ASSOCIATED READY MIXED CONCRETE, INC.

EIN

95-4379212

Address

4621 TELLER AVE · SUITE 130 · NEWPORT BEACH, CA · 92660

Phone

(949) 260-6335

Industry

Constructionsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

COULTER & JUSTUS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMIN. GROUP, LLC DBA TAG RESOURCES	42-1484983	—	RECORD KEEPER	$95K	—
TRANSAMERICA FINANCIAL LIFE INS	36-6071399	—	RECORD KEEPER	$46K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TWO WEST CAPITAL ADVISORS	27-3055170	—	CONSULTING	$4K	—
NFP RETIREMENT INC	33-0905143	—	INVESTMENT ADV-PLAN	$609	—

Investments

20 pooled funds· $13.8M(84% 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.

Common Collective Trust

$9.8M

10 holdings

Pooled Separate Account

$3.9M

10 holdings

Investment	Type	Current value	% of plan
GOALPATH FI360 2030 IDX CONSERV POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 173	Common Collective Trust	$4.3M	26.2%
GOALPATH FI360 2040 IDX CONSERV POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 174	Common Collective Trust	$2.4M	14.9%
STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416	Pooled Separate Account	$1.5M	9.0%
GOALPATH FI360 2020 IDX CONSERV POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 172	Common Collective Trust	$1.5M	8.9%
GOALPATH FI360 2050 IDX CONSERV POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 175	Common Collective Trust	$755K	4.6%
TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166	Pooled Separate Account	$670K	4.1%
GOALPATH FI360 2060 IDX CONSERV POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 176	Common Collective Trust	$652K	4.0%
STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173	Pooled Separate Account	$538K	3.3%
STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171	Pooled Separate Account	$483K	2.9%
STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004	Pooled Separate Account	$272K	1.7%
GOALPATH FI360 2030 IDX AGGRES PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 163	Common Collective Trust	$164K	1.0%
STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438	Pooled Separate Account	$160K	1.0%
STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169	Pooled Separate Account	$108K	0.7%
STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172	Pooled Separate Account	$94K	0.6%
STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437	Pooled Separate Account	$81K	0.5%
STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355	Pooled Separate Account	$64K	0.4%
GOALPATH FI360 2050 IDX AGGRES PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 165	Common Collective Trust	$26K	0.2%
GOALPATH FI360 2040 IDX MOD PORT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 169	Common Collective Trust	$4K	<0.1%
GOALPATH FI360 2060 IDX AGGRES PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 166	Common Collective Trust	$2K	<0.1%
GOALPATH FI360 2020 IDX AGGRES PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 162	Common Collective Trust	$36	<0.1%