Filings through Sep 24, 2026.

Retirement plan

Associated Materials, LLC 401(k) Retirement Plan

Name: ASSOCIATED MATERIALS, LLC - ASSOCIATED MATERIALS, LLC 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: ASSOCIATED MATERIALS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED MATERIALS, LLC 401(K) RETIREMENT PLAN, ASSOCIATED MATERIALS, LLC

Associated Materials, LLCEIN 75-1872487Plan #017PY 2024

3773 STATE ROAD - CUYAHOGA FALLS, OH 44223330-922-2001associatedmaterials.comLinkedIn1-10 employeesbuilding materials

Other plans on this EIN

3 filings

#016Retirement-$40.8M assets #004Retirement-$10.7M assets #020Retirement-$6.9M assets

Prospect flagsLow assets / participantCorrective distributionsPossible retail share class: $1.6MFund lineup: 23 funds, $181M

How to read this page

Total assets (EOY)

$186M

+9.8% from 2023

Total participants

3,883

-1.3% from 2023

Average account balance

$49,885

+11.4% from 2023

Annual return

15.09%

-3.16 pp from 2023

Benchmarks

See 423 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort423 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$195,455
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143	Recordkeeping	$160,357
GRANT THORNTON LLP10+ years Service code 15 · EIN 36-6055558	Recordkeeping	$20,700

Fund lineup

CSV with Pro

23 funds of $250K or more; 16 lines in all, holding $181M of the plan's $186M. From the 2024 filing. Recordkeeper: ADP.

In collective trusts24%median 0% for plans of $50M to $250M (10,671 plans)

In index funds13%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series33%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: BlackRock LifePath, mutual fund, 33% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages	BlackRock	Mutual fund	$60.2M	33.3%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$27.3M	15.1%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$15.1M	8.3%
Putnam Stable Value Fund 15 Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$12.6M	7.0%
John Hancock Disciplined Valp John Hancock (Manulife) · Collective trust	John Hancock (Manulife)	Collective trust	$12.4M	6.8%
GGT Europacific Growth CT Capital Group · Collective trust	Capital Group	Collective trust	$10.6M	5.9%
LS Core Plus Fixed Income C Manager not matched · Collective trust	Not yet matched	Collective trust	$10.4M	5.7%
MFS Mid Cap Value Fund CT MFS (Sun Life) · Collective trust	MFS (Sun Life)	Collective trust	$10.1M	5.6%
Blackrock Lifepath Ret Fund K BlackRock · Mutual fund	BlackRock	Mutual fund	$8.1M	4.5%
Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund	Raymond James	Mutual fund	$3.1M	1.7%

See the other 6 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$296K

$103 / participant

Recordkeeping$195K66.0%
Investment mgmt$101K34.0%

% of EOY assets

0.159%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BOBER, MARKEY, FEDOROVICH & COMPANY
Auditor EIN: 341523030
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$195,455

CAPFINANCIAL PARTNERS LLC10+ years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 15 · EIN 26-0058143

Recordkeeping

$160,357

GRANT THORNTON LLP10+ years

Service code 15 · EIN 36-6055558

Recordkeeping

$20,700

Fund

Dollars

% of funds%

BlackRock LifePath

BlackRock · Mutual fund

Target-date, 8 vintages

$60.2M

33.3%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$27.3M

15.1%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$15.1M

8.3%

Putnam Stable Value Fund 15

Franklin Templeton · Stable value

Stable value

$12.6M

7.0%

John Hancock Disciplined Valp

John Hancock (Manulife) · Collective trust

$12.4M

6.8%

GGT Europacific Growth CT

Capital Group · Collective trust

$10.6M

5.9%

LS Core Plus Fixed Income C

Manager not matched · Collective trust

$10.4M

5.7%

MFS Mid Cap Value Fund CT

MFS (Sun Life) · Collective trust

$10.1M

5.6%

Blackrock Lifepath Ret Fund K

BlackRock · Mutual fund

$8.1M

4.5%

Carillon Eagle Mid Cap Growth Fund

Raymond James · Mutual fund

$3.1M

1.7%

Associated Materials, LLC 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Associated Materials, LLC 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion