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Original filing (PDF)20250905150831NAL0017312193001
ENNOVI INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ENNOVI INDUSTRIES, INC. 401K PLAN
401(k) retirement plan
Active participants
650
Accounts w/ balance
876
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENNOVI INDUSTRIES, INC..
Plan sponsor
Name
ENNOVI INDUSTRIES, INC.
EIN
11-2622375
Address
1434 110TH STREET SUITE 301 · COLLEGE POINT, NY · 11356
Phone
(718) 961-6212
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT, L | 45-5608425 | — | INVESTMENT ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
Investments
27 direct securities · 1 pooled fund· $49.7M(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
$47.8M
27 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund " | — | — | — | $8.5M | 17.7% | |
| Fidelity 500 Index Fund " | — | — | — | $5.5M | 11.3% | |
| American Funds 2035 Target Date Retirement Fund Class R6 " | — | — | — | $4.5M | 9.4% | |
| JP Morgan Mid Cap Growth Fund Class R6 " | — | — | — | $3.7M | 7.6% | |
| American Funds 2030 Target Date Retirement Fund Class R6 " | — | — | — | $2.5M | 5.1% | |
| American Funds 2040 Target Date Retirement Fund Class R6 " | — | — | — | $2.3M | 4.8% | |
| American Funds 2025 Target Date Retirement Fund Class R6 " | — | — | — | $2.3M | 4.8% | |
| BNY Mellon Equity Income Fund Class Y Mutual fund | — | — | — | $2.1M | 4.4% | |
| American Funds 2020 Target Date Retirement Fund Class R6 " | — | — | — | $2.0M | 4.1% | |
| Managed Income Portfolio Common collective trust | — | — | — | $1.9M | 3.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 3.9% | |
| Buffalo International Institutional Fund " | — | — | — | $1.8M | 3.8% | |
| American Funds 2045 Target Date Retirement Fund Class R6 " | — | — | — | $1.4M | 2.9% | |
| American Funds 2010 Target Date Retirement Fund Class R6 " | — | — | — | $1.2M | 2.4% | |
| Fidelity Investment Growth Bond Fund " | — | — | — | $1.1M | 2.2% | |
| American Funds 2050 Target Date Retirement Fund Class R6 " | — | — | — | $1.0M | 2.1% | |
| John Hancock Small Cap Core Fund Class R6 " | — | — | — | $988K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund Class R6 " | — | — | — | $961K | 2.0% | |
| American Funds 2060 Target Date Retirement Fund Class R6 " | — | — | — | $796K | 1.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $748K | 1.6% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $601K | 1.2% | |
| FullerThaler Behavioral Small Cap Growth Fund " | — | — | — | $586K | 1.2% | |
| Fidelity Capital & Income Fund " | — | — | — | $564K | 1.2% | |
| Fidelity US Bond Index Fund " | — | — | — | $455K | 0.9% | |
| PIMCO RAE Emerging Markets Fund " | — | — | — | $291K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund Class R6 " | — | — | — | $67K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R6 " | — | — | — | $36K | <0.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $5K | <0.1% |
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