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Original filing (PDF)20250820104514NAL0001562403001
ENSIGN-BICKFORD INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
401(K) SAVINGS PLAN OF ENSIGN-BICKFORD INDUSTRIES, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,368
Accounts w/ balance
2,097
Plan assets (EOY)
$266.4M
Net assets (EOY)
$266.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENSIGN-BICKFORD INDUSTRIES, INC..
Plan sponsor
Name
ENSIGN-BICKFORD INDUSTRIES, INC.
EIN
06-0876668
Address
999 17TH STREET, SUITE 900 · DENVER, CO · 80202
Phone
(303) 583-1365
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $131K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $47K | — |
| BROCK AND COMPANY | — | LITTLETON, CO | NONE | $20K | — |
| ROBINSON & COLE | — | HARTFORD, CT | NONE | $13K | — |
Investments
28 direct securities · 1 pooled fund· $264.3M(99% 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
$245.0M
28 holdings
Common Collective Trust
$19.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2045 FUND | — | — | — | $27.4M | 10.3% | |
| T ROWE PRICE RETIREMENT 2030 FUND | — | — | — | $27.1M | 10.2% | |
| T ROWE PRICE RETIREMENT 2025 FUND | — | — | — | $24.9M | 9.4% | |
| T ROWE PRICE RETIREMENT 2040 FUND | — | — | — | $23.9M | 9.0% | |
| VANGUARD INST INDEX | — | — | — | $23.9M | 9.0% | |
| T ROWE PRICE RETIREMENT 2035 FUND | — | — | — | $20.9M | 7.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19.4M | 7.3% | |
| JP MORGAN JP MORGAN LARGE CAP GROWTH R6 | — | — | — | $14.3M | 5.4% | |
| T ROWE PRICE RETIREMENT 2020 FUND | — | — | — | $13.6M | 5.1% | |
| T ROWE PRICE RETIREMENT 2055 FUND | — | — | — | $8.1M | 3.1% | |
| T ROWE PRICE RETIREMENT 2060 FUND | — | — | — | $7.7M | 2.9% | |
| T ROWE PRICE RETIREMENT 2050 FUND | — | — | — | $7.1M | 2.7% | |
| VANGUARD MID-CAP IND- ADMIRAL | — | — | — | $5.6M | 2.1% | |
| T ROWE PRICE MID-CAP GROWTH FUND | — | — | — | $5.5M | 2.1% | |
| PGIM TOTAL RETURN BOND R6 | — | — | — | $4.5M | 1.7% | |
| VANGUARD TTL INT STOCK IND ADM | — | — | — | $4.1M | 1.5% | |
| VANGUARD SMALL CAP INDEX, ADM | — | — | — | $3.9M | 1.5% | |
| AMERICAN BEACON AMERICAN BEACON LRG CP VL R5 | — | — | — | $3.4M | 1.3% | |
| VANGUARD TOTAL BOND INDEX ADM | — | — | — | $3.4M | 1.3% | |
| CLEARBRIDGE SMALL CAP GRWTH IS | — | — | — | $3.2M | 1.2% | |
| T ROWE PRICE RETIREMENT 2005 FUND | — | — | — | $2.9M | 1.1% | |
| PARTICIPANTS Loans to Participants (interest rates ranging from 4.25% to 9.50%, various maturity dates) | — | — | — | $2.8M | 1.0% | |
| T ROWE PRICE RETIREMENT 2065 FUND | — | — | — | $2.1M | 0.8% | |
| AMERICAN CENTURY AM CENTURY SMALL CAP VALUE R6 | — | — | — | $1.6M | 0.6% | |
| T ROWE PRICE RETIREMENT 2015 FUND | — | — | — | $1.3M | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $1.1M | 0.4% | |
| VANGUARD INF PROTECTED SEC | — | — | — | $300K | 0.1% | |
| T ROWE PRICE RETIREMENT 2010 FUND | — | — | — | $282K | 0.1% | |
| T ROWE PRICE T ROWE PRICE GOVERNMENT MONEY | — | — | — | $40K | <0.1% |