Filings through Sep 24, 2026.

Retirement plan

Adams Group, Inc. 401(k) Profit Sharing Plan

Name: ADAMS GROUP, INC. - ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ADAMS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN, ADAMS GROUP, INC.

Adams Group, Inc.EIN 94-2200898Plan #003PY 2024

7301 JOHN GALT WAY - ARBUCKLE, CA 959120975530-668-2073adamsgrp.comLinkedIn51-200 employeesfood production

Prospect flagsHigh feesFailed to transmit contributionsFund lineup: 13 funds, $21.2M

How to read this page

Total assets (EOY)

$21.2M

+14.6% from 2023

Total participants

237

+3.5% from 2023

Average account balance

$104,265

+14.1% from 2023

Annual return

19.42%

-2.79 pp from 2023

Benchmarks

See 2,355 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,355 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY4 years Service code 13 · EIN 42-0127290	Contract Administrator	$79,957
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819	Other Services	$25,597

Fund lineup

CSV with Pro

13 funds of $250K or more; 25 lines in all, holding $21.2M of the plan's $21.2M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts7%median 0% for plans of $5M to $50M (35,181 plans)

In index funds29%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series14%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 14% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
of Investment Cost Value Manager not matched · Other	Not yet matched	Other	$6.1M	28.8%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.0M	18.7%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages	T. Rowe Price	Mutual fund	$3.1M	14.4%
American Funds NewPrsp R6 Fnd Capital Group · Mutual fund	Capital Group	Mutual fund	$2.1M	9.8%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$1.8M	8.4%
Galliard Stable Return PN Allspring · Collective trust	Allspring	Collective trust	$1.5M	6.9%
Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$934K	4.4%
MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$504K	2.4%
Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$447K	2.1%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$394K	1.9%

See the other 15 lines in this lineup with Solo.

Covers 61,314 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 codes2E2F2G2J2K2T3D3H

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$80K

$437 / participant

Contract admin$80K100.0%

% of EOY assets

0.378%

all-in expense ratio

Categories reported

1 / 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: CAMPBELL TAYLOR WASHBURN
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY4 years

Service code 13 · EIN 42-0127290

Contract Administrator

$79,957

WELLS FARGO BANK, N.A.4 years

Filed as: WELLS FARGO CLEARING SERVICES LLC

Service code 49 · EIN 34-1542819

Other Services

$25,597

Fund

Dollars

% of funds%

of Investment Cost Value

Manager not matched · Other

$6.1M

28.8%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.0M

18.7%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 11 vintages

$3.1M

14.4%

American Funds NewPrsp R6 Fnd

Capital Group · Mutual fund

$2.1M

9.8%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

$1.8M

8.4%

Galliard Stable Return PN

Allspring · Collective trust

$1.5M

6.9%

Vanguard Balanced Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$934K

4.4%

MFS International Diversification Fund R4

MFS (Sun Life) · Mutual fund

$504K

2.4%

Vanguard Total International Bond Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$447K

2.1%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$394K

1.9%

Adams Group, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Adams Group, Inc. 401(k) Profit Sharing 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