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Original filing (PDF)20250827175245NAL0017002352001
3 PHASE ELEVATOR CORP.
Form 5500
FILING_RECEIVED
3 PHASE ELEVATOR 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
207
Accounts w/ balance
197
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3 PHASE ELEVATOR CORP..
Plan sponsor
Name
3 PHASE ELEVATOR CORP.
EIN
04-3360900
Address
60 SHAWMUT RD STE 1 · CANTON, MA · 020211410
Phone
(508) 350-9900
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
COHN REZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $35K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4289686 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
Investments
21 direct securities· $9.9M(100% of reported assets)
Uncategorized
$8.7M
20 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 I CLASS MUTUAL FUND | Mutual Funds | — | — | $1.2M | 12.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.1M | 11.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $1.1M | 11.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.1M | 10.8% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $928K | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $808K | 8.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $706K | 7.2% | |
| MFS MASSACHUSETTS INV GR STK R6 MUTUAL FUND | — | — | — | $575K | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $557K | 5.7% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $431K | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $266K | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $253K | 2.6% | |
| American Funds American Mutual Fund | — | — | — | $242K | 2.5% | |
| iShares MSCI iShares MSCI EAFE International Index Fund | — | — | — | $154K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $126K | 1.3% | |
| various dates, secured by participant account balances. | — | — | — | $117K | 1.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $117K | 1.2% | |
| PIMCO Total Return Fund | — | — | — | $99K | 1.0% | |
| Fidelity Investments Fidelity Short-Term Bond Fund | — | — | — | $60K | 0.6% | |
| Money market fund * T. Rowe Price T. Rowe Price Government Money Market Fund | — | — | — | $48K | 0.5% | |
| DFA Investments DFA Large Cap International Portfolio Institutional Fund | — | — | — | $33K | 0.3% |
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