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Original filing (PDF)20251014105055NAL0001244051001
E-J ELECTRIC INSTALLATION COMPANY
Form 5500
FILING_RECEIVED
E-J ELECTRIC INSTALLATION COMPANY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
53% in single holding~78 bps in Sched C fees
Active participants
355
Accounts w/ balance
396
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
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)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "or similar party investment Cost** Current value Fidelity Freedom Index 2025 Fund - Inst Premium Class Mutual Fund" is 53% of plan.
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-J ELECTRIC INSTALLATION COMPANY.
Plan sponsor
Name
E-J ELECTRIC INSTALLATION COMPANY
EIN
13-5672226
Address
4641 VERNON BOULEVARD · LONG ISLAND CITY, NY · 11101
Phone
(718) 786-9400
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY , LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | CONTRACT ADMIN | $39K | — |
Investments
29 direct securities · 1 pooled fund· $8.4M(98% 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
$8.4M
29 holdings
Pooled Separate Account
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value Fidelity Freedom Index 2025 Fund - Inst Premium Class Mutual Fund | — | — | — | $4.5M | 51.9% | |
| Fidelity Freedom Index 2030 Fund - Inst Premium Class Mutual Fund | — | — | — | $732K | 8.5% | |
| Fidelity Freedom Index 2035 Fund - Inst Premium Class Mutual Fund | — | — | — | $606K | 7.0% | |
| Fidelity Freedom Index 2045 Fund - Inst Premium Class Mutual Fund | — | — | — | $474K | 5.5% | |
| Fidelity Freedom Index 2050 Fund - Inst Premium Class Mutual Fund | — | — | — | $280K | 3.2% | |
| Fidelity Freedom Index 2040 Fund - Inst Premium Class Mutual Fund | — | — | — | $271K | 3.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $256K | 3.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $215K | 2.5% | |
| Empower Investments Fixed Account - Series I FBRIC | — | — | — | $155K | 1.8% | |
| Invesco Core Bond Fund Class R6 Mutual Fund | — | — | — | $127K | 1.5% | |
| Fidelity Freedom Index 2055 Fund - Inst Premium Class Mutual Fund | — | — | — | $124K | 1.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $88K | 1.0% | |
| Fidelity Freedom Index 2020 Fund - Inst Premium Class Mutual Fund | — | — | — | $82K | 0.9% | |
| Fidelity Freedom Index 2060 Fund - Inst Premium Class Mutual Fund | — | — | — | $74K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $66K | 0.8% | |
| American Funds New Perspective Fund® Class R-6 Mutual Fund | — | — | — | $57K | 0.7% | |
| Fidelity Freedom Index Income Fund - Inst Prem Class Mutual Fund | — | — | — | $54K | 0.6% | |
| Lord Abbett Bond Debenture Fund Class R6 Mutual Fund | — | — | — | $51K | 0.6% | |
| American Funds American Mutual Fund® Class R-6 Mutual Fund | — | — | — | $46K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $32K | 0.4% | |
| American Century Real Estate Fund R6 Class Mutual Fund | — | — | — | $30K | 0.4% | |
| American Funds EUPAC Fund Class R-6 Mutual Fund | — | — | — | $21K | 0.2% | |
| Invesco Discovery Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $17K | 0.2% | |
| LARGE CAP GROWTH /JP GORMAN EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $11K | 0.1% | |
| American Funds New World Fund® Class R-6 Mutual Fund | — | — | — | $10K | 0.1% | |
| Fidelity Freedom Index 2065 Fund - Inst Premium Class Mutual Fund | — | — | — | $9K | 0.1% | |
| statements and attachments as well as the electronic version of this retum/report, and to the best of my knowledge and belief, it is true, correct, and complete. 7444.14," Sean Urban | — | — | — | $7K | <0.1% | |
| American Funds SMALLCAP World Fund® Class R-6 Mutual Fund | — | — | — | $5K | <0.1% |
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