Back to filter
Original filing (PDF)20250923111421NAL0007904803001
ERGONOMIC GROUP, INC.
Form 5500
FILING_RECEIVED
THE ERGONOMIC GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
116
Accounts w/ balance
147
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 34% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERGONOMIC GROUP, INC..
Plan sponsor
Name
ERGONOMIC GROUP, INC.
EIN
11-2685111
Address
200 ROBBINS LANE · SUITE A · JERICHO, NY · 11753
Phone
(516) 408-4210
Industry
Wholesale Tradesee 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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Investments
29 direct securities · 1 pooled fund· $17.4M(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
$16.7M
29 holdings
Common Collective Trust
$759K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $5.8M | 33.2% | |
| Fidelity Freedom® Index 2020 Fund - Institutional Premium Class | — | — | — | $1.4M | 8.2% | |
| T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $1.4M | 7.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 7.1% | |
| Fidelity Freedom® Index 2030 Fund - Institutional Premium Class | — | — | — | $841K | 4.8% | |
| Fidelity International Index Fund | — | — | — | $800K | 4.5% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $759K | 4.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $734K | 4.2% | |
| Participant MUTUAL FUNDS Directed American Funds New World Fund® Class R-6 | — | — | — | $571K | 3.2% | |
| Calvert US Large Cap Core Responsible Index Fund Class I | — | — | — | $414K | 2.4% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $404K | 2.3% | |
| PIMCO Investment Grade Credit Bond Fund Institutional Class | — | — | — | $344K | 2.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $324K | 1.8% | |
| Thornburg International Equity Fund Class R6 | — | — | — | $292K | 1.7% | |
| Janus Henderson Triton Fund Class N | — | — | — | $251K | 1.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $222K | 1.3% | |
| Fidelity Freedom® Index 2055 Fund - Institutional Premium Class | — | — | — | $209K | 1.2% | |
| Fidelity Freedom® Index 2065 Fund - Institutional Premium Class | — | — | — | $204K | 1.2% | |
| Fidelity Freedom® Index 2035 Fund - Institutional Premium Class | — | — | — | $191K | 1.1% | |
| Fidelity Freedom® Index 2040 Fund - Institutional Premium Class | — | — | — | $168K | 1.0% | |
| Fidelity Freedom® Index 2050 Fund - Institutional Premium Class | — | — | — | $135K | 0.8% | |
| PGIM High Yield Fund- Class R6 | — | — | — | $129K | 0.7% | |
| Fidelity Freedom® Index 2045 Fund - Institutional Premium Class | — | — | — | $127K | 0.7% | |
| Fidelity Freedom® Index 2025 Fund - Institutional Premium Class | — | — | — | $121K | 0.7% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $116K | 0.7% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $42K | 0.2% | |
| Fidelity Freedom® Index 2060 Fund - Institutional Premium Class | — | — | — | $37K | 0.2% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $35K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $21K | 0.1% | |
| Fidelity Freedom® Index Income Fund - Institutional Premium Class 652 Allspring Special Small Cap Value Fund Class R6 | — | — | — | $11K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Wholesale Trade plans
SAFCO DENTAL SUPPLY LLC
SAFCO DENTAL SUPPLY LLC 401(K) PLAN
$17.6M · 88 participants
DIESEL EQUIPMENT COMPANY, INC.
THE DIESEL EQUIPMENT COMPANY, INC. SAVINGS PLAN AND TRUST
$17.7M · 372 participants
ONE SOURCE EQUIPMENT RENTALS, INC.
ONE SOURCE EQUIPMENT RENTALS EMPLOYEE STOCK OWNERSHIP PLAN
$17.8M
STEELITE INTERNATIONAL USA, INC.
STEELITE INTERNATIONAL USA, INC. PROFIT SHARING 401(K) PLAN
$17.9M · 235 participants
ALPHA SOURCE HOLDCO, LLC
ALPHA SOURCE HOLDCO, LLC 401(K) PLAN
$18.0M · 290 participants
CLIMB GLOBAL SOLUTIONS, INC.
CLIMB GLOBAL SOLUTIONS, INC. 401(K)
$18.1M · 207 participants
Large plans in New York
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants