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Original filing (PDF)20251015123405NAL0006090176001
ENGLERT, INC.
Form 5500
FILING_RECEIVED
ENGLERT, INC. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,749
Accounts w/ balance
879
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLERT, INC..
Plan sponsor
Name
ENGLERT, INC.
EIN
22-1846809
Address
1200 AMBOY AVENUE · PERTH AMBOY, NJ · 08862
Phone
(732) 826-8614
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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL MANAGEMENT GROUP (CMG) | 36-4500709 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $25.1M(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
$23.3M
24 holdings
Common Collective Trust
$1.5M
1 holding
Mutual Funds
$370K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.6M | 10.9% | |
| Fidelity Blue Chip Growth | — | — | — | $2.1M | 8.7% | |
| Fidelity Freedom 2055 | — | — | — | $2.0M | 8.6% | |
| Fidelity Freedom 2045 | — | — | — | $1.9M | 8.2% | |
| Fidelity Freedom 2050 | — | — | — | $1.7M | 7.4% | |
| Common Collective Trust * Fidelity Managed Income Portfolio Cl 1 | — | — | — | $1.5M | 6.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| Fidelity Freedom 2025 | — | — | — | $1.4M | 6.1% | |
| Fidelity Freedom 2060 | — | — | — | $1.3M | 5.6% | |
| Fidelity Freedom 2030 | — | — | — | $1.3M | 5.5% | |
| Fidelity Freedom 2035 | — | — | — | $1.3M | 5.3% | |
| Fidelity Mid Cap Index | — | — | — | $1.1M | 4.7% | |
| Fidelity International Index | — | — | — | $1.0M | 4.2% | |
| Fidelity Freedom 2040 | — | — | — | $804K | 3.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $694K | 2.9% | |
| Baird Core Plus Bond Inv | — | — | — | $597K | 2.5% | |
| Fidelity Freedom 2065 | — | — | — | $444K | 1.9% | |
| JPMorgan Equity Income Fund R4 | — | — | — | $398K | 1.7% | |
| Fidelity Freedom 2020 | — | — | — | $390K | 1.6% | |
| T. Rowe Price T. Rowe Price Small-Cap Value | Mutual Funds | — | — | $370K | 1.6% | |
| Fidelity Balanced | — | — | — | $252K | 1.1% | |
| Fidelity Freedom Income | — | — | — | $193K | 0.8% | |
| Fidelity U.S. Bond Index | — | — | — | $78K | 0.3% | |
| American Funds American Funds EuroPacific Growth Fund R6 | — | — | — | $74K | 0.3% | |
| Fidelity Freedom 2010 | — | — | — | $49K | 0.2% | |
| Fidelity Freedom 2015 | — | — | — | $12K | <0.1% |
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