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Original filing (PDF)20250709100054NAL0003246931001
ET WORKS, INC. EQUIPMENT TECHNOLOGIES
Form 5500
FILING_RECEIVED
ET WORKS RETIREMENT PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
158
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 151% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ET WORKS, INC. EQUIPMENT TECHNOLOGIES.
Plan sponsor
Name
ET WORKS, INC. EQUIPMENT TECHNOLOGIES
EIN
20-3319298
Address
2201 HANCEL PARKWAY · MOORESVILLE, IN · 46158
Phone
(317) 834-4500
Industry
Manufacturingsee 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
2025-07-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | — | ST LOUIS, MO | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HOWARD E NYHART CO INC | — | INDIANAPOLIS, IN | OTHER | -$1K | — |
Investments
22 direct securities· $10.1M(100% of reported assets)
Uncategorized
$9.9M
20 holdings
Mutual Funds
$113K
1 holding
Guaranteed Income / GIC
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index | — | — | — | $2.3M | 22.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.8M | 17.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.7M | 16.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $820K | 8.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $671K | 6.6% | |
| Vanguard Growth Index | — | — | — | $520K | 5.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $512K | 5.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $304K | 3.0% | |
| Vanguard Value Index | — | — | — | $264K | 2.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $219K | 2.2% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $192K | 1.9% | |
| Vanguard Small Cap Index | — | — | — | $175K | 1.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $154K | 1.5% | |
| Vanguard Target Retirement 2020 ** 22 Vanguard Target Retirement 2025 | Mutual Funds | — | — | $113K | 1.1% | |
| Vanguard Total Bond Market Index | — | — | — | $94K | 0.9% | |
| * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $60K | 0.6% | |
| Vanguard Interm-Term Treasury | — | — | — | $57K | 0.6% | |
| annum; maturing through February 2029 | — | — | — | $49K | 0.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $45K | 0.5% | |
| Vanguard Target Retirement 2070 | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $13K | 0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $6K | <0.1% |
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