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Original filing (PDF)20251015230242NAL0006008753001
ENVIRONMENTAL CONTROL LLC
Form 5500
FILING_RECEIVED
ENVIRONMENTAL CONTROL, LLC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
338
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL CONTROL LLC.
Plan sponsor
Name
ENVIRONMENTAL CONTROL LLC
EIN
06-0855856
Address
1265 WOODEND ROAD · STRATFORD, CT · 06615
Phone
(203) 375-5228
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | — | AUDITOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS | 45-4208939 | RIDGEWOOD, NJ | CONRACT ADMIN | $5K | — |
Investments
37 direct securities · 1 pooled fund· $37.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$37.3M
37 holdings
Common Collective Trust
$378K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 Mutual Fund | — | — | — | $5.7M | 15.4% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $3.3M | 8.8% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $3.2M | 8.5% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $2.4M | 6.3% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $2.3M | 6.3% | |
| Empower International Value Instl Mutual Fund | — | — | — | $2.0M | 5.3% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $1.4M | 3.7% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $1.3M | 3.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.3M | 3.5% | |
| PIMCO Diversified Inc Instl Mutual Fund | — | — | — | $1.3M | 3.5% | |
| Federated Hermes Total Return Bond R6 Mutual Fund | — | — | — | $1.2M | 3.3% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $1.2M | 3.3% | |
| Federated Hermes Mdt Mid Cp Growth R6 Mutual Fund | — | — | — | $1.2M | 3.2% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.0M | 2.8% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1.0M | 2.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.0M | 2.7% | |
| PIMCO Commodity Real Ret Strat Instl Mutual Fund | — | — | — | $776K | 2.1% | |
| Blackrock 20/80 Target Allocation K Mutual Fund | — | — | — | $700K | 1.9% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $653K | 1.8% | |
| PGIM High Yield Z Mutual Fund | — | — | — | $640K | 1.7% | |
| Janus Henderson Global Real Estate N Mutual Fund | — | — | — | $511K | 1.4% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $495K | 1.3% | |
| PGIM Jennison Global Opps A Mutual Fund | — | — | — | $446K | 1.2% | |
| Participants Participant Loans Rate of 4.25% to 9.50% - | — | — | — | $381K | 1.0% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $378K | 1.0% | |
| GROUP ANNUITY CONTRACT EMPOWER ANNUITY INS CO OF AMER · EIN 84-0467907 / PN 001 | Common Collective Trust | — | — | $378K | 1.0% | |
| Franklin Dynatech R6 Mutual Fund | — | — | — | $304K | 0.8% | |
| PIMCO Stocksplus Long Duration Instl Mutual Fund | — | — | — | $260K | 0.7% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $221K | 0.6% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $164K | 0.4% | |
| Fidelity Select Medical Tech And Devcs Mutual Fund | — | — | — | $87K | 0.2% | |
| PIMCO Int Bond (Usd-Hedged) A Mutual Fund | — | — | — | $75K | 0.2% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $66K | 0.2% | |
| Blackrock Lifepath Dynamic Retirement K Mutual Fund | — | — | — | $45K | 0.1% | |
| Blackrock 80/20 Target Allocation K Mutual Fund | — | — | — | $19K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | — | — | — | $14K | <0.1% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $14K | <0.1% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $2K | <0.1% |