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Original filing (PDF)20250729150122NAL0001421011001
ECCO USA, INC.
Form 5500
FILING_RECEIVED
ECCO USA, INC. 401K PLAN
401(k) retirement plan
Active participants
484
Accounts w/ balance
277
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECCO USA, INC..
Plan sponsor
Name
ECCO USA, INC.
EIN
02-0485427
Address
1 NORTHEASTERN BLVD · SUITE 200 · SALEM, NH · 03079
Phone
(603) 537-7300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | ADVISOR | $27K | — |
| RPW SOLUTIONS LLC | — | WILMINGTON, MA | TPA/ADVISOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
Investments
39 direct securities · 1 pooled fund· $27.0M(100% 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.
Uncategorized
$26.8M
39 holdings
Common Collective Trust
$180K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Retirement R6 Fund " | — | — | — | $3.6M | 13.4% | |
| Fidelity 500 Index Fund " | — | — | — | $2.5M | 9.4% | |
| American Funds 2035 Target Retirement R6 Fund " | — | — | — | $2.4M | 8.8% | |
| Janus Henderson Forty N Fund " | — | — | — | $1.8M | 6.8% | |
| American Funds 2050 Target Retirement R6 Fund " | — | — | — | $1.5M | 5.7% | |
| American Funds 2025 Target Retirement R6 Fund " | — | — | — | $1.5M | 5.4% | |
| American Funds 2040 Target Retirement R6 Fund " | — | — | — | $1.4M | 5.2% | |
| American Funds 2045 Target Retirement R6 Fund " | — | — | — | $1.3M | 4.8% | |
| MFS Growth R4 Fund " | — | — | — | $1.2M | 4.6% | |
| PIMCO Total Return Institutional Fund " | — | — | — | $1.1M | 4.2% | |
| Principal Capital Appreciation Institutional Fund " | — | — | — | $830K | 3.1% | |
| Fidelity Total International Index Fund " | — | — | — | $757K | 2.8% | |
| American Funds 2020 Target Retirement R6 Fund " | — | — | — | $593K | 2.2% | |
| American Funds 2055 Target Retirement R6 Fund " | — | — | — | $463K | 1.7% | |
| Fidelity Small Cap Index Fund " | — | — | — | $431K | 1.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $431K | 1.6% | |
| Oakmark Equity & Income Investor Fund " | — | — | — | $412K | 1.5% | |
| Baron Small Cap Institutional Fund " | — | — | — | $395K | 1.5% | |
| MFS Mid Cap Growth R6 Fund " | — | — | — | $374K | 1.4% | |
| T. Rowe Price Mid-Cap Value R Fund " | — | — | — | $359K | 1.3% | |
| American Funds 2060 Target Retirement R6 Fund " | — | — | — | $346K | 1.3% | |
| MFS Value R6 Fund " | — | — | — | $325K | 1.2% | |
| Participant Loans (4.25%-9.50%) - | — | — | — | $324K | 1.2% | |
| MFS International Intrinsic Value R4 Fund " | — | — | — | $285K | 1.1% | |
| Principal High Yield Institutional Fund " | — | — | — | $256K | 0.9% | |
| Allspring Government Securities Institutional Fund Mutual fund | — | — | — | $252K | 0.9% | |
| PIMCO Real Return Institutional Fund " | — | — | — | $240K | 0.9% | |
| American Funds Capital World Bond R6 Fund " | — | — | — | $225K | 0.8% | |
| ClearBridge International Growth IS Fund " | — | — | — | $197K | 0.7% | |
| MFS Global Growth R6 Fund " | — | — | — | $188K | 0.7% | |
| INVESCO STABLE VALUE FUND INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $180K | 0.7% | |
| American Funds Capital World Growth & Income R6 Fund " | — | — | — | $159K | 0.6% | |
| Fidelity Advisor Strategic Income Z Fund " | — | — | — | $140K | 0.5% | |
| American Funds New World R6 Fund " | — | — | — | $118K | 0.4% | |
| Undiscovered Managers Behavioral Value R6 Fund " | — | — | — | $93K | 0.3% | |
| Principal Real Estate Securities Institutional Fund " | — | — | — | $68K | 0.3% | |
| Invesco Comstock R5 Fund " | — | — | — | $49K | 0.2% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Fund " | — | — | — | $37K | 0.1% | |
| American Funds 2015 Target Retirement R6 Fund " | — | — | — | $12K | <0.1% | |
| American Funds 2010 Target Retirement R6 Fund " | — | — | — | $5K | <0.1% |
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