Retirement plan

EHS TECHNOLOGIES 401(K) RETIREMENT PLAN

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

EHS TECHNOLOGIES CORPORATIONEIN 22-3476126Plan #001PY 2024

400 NORTH CHURCH STREET, #115 - MOORESTOWN, NJ 080571772267-269-2270

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$9.9M

+5.1% from 2023

Total participants

184

-5.6% from 2023

Average account balance

$82,374

+10.4% from 2023

Annual return

14.43%

+0.87 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$82K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

120

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

57.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$288

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1 year Service code 17 · EIN 13-5674085	Pension Consulting	$18,987
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$15,538

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$35K

$229 / participant

Investment mgmt$7K19.3%
Contract admin$16K45.0%
Other / not subdivided$12K35.8%

% of EOY assets

0.349%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LAWRENCE F. TORNETTA LLC
Auditor EIN: 814649052
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,374

$101,591-18.9%

$147,096-44.0%

$74,429+10.7%

Participation rate

57.6%

75.5%-17.9pp

82.2%-24.6pp

67.2%-9.6pp

Annual return

14.43%

8746.45%-8732.0pp

419.75%-405.3pp

1368.38%-1354.0pp

Employer contribution / active EE

$3,369

$3,813-11.6%

$4,936-31.7%

$2,625+28.4%

Participant deferral / active EE

$5,388

$7,302-26.2%

$8,071-33.2%

$4,348+23.9%

Admin fee / account holder

$288

$1,750-83.6%

$13,005-97.8%

$1,944-85.2%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Service code 17 · EIN 13-5674085

Pension Consulting

$18,987

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$15,538

EHS TECHNOLOGIES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EHS TECHNOLOGIES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion