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Original filing (PDF)20250703104242NAL0000172675001
EVS METAL
Form 5500
FILING_RECEIVED
ELECTRONIC VISION SYSTEMS RETIREMENT PLAN
401(k) retirement plan
Active participants
256
Accounts w/ balance
115
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
40 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
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVS METAL.
Plan sponsor
Name
EVS METAL
EIN
22-3264491
Address
1 KENNER COURT · RIVERDALE, NJ · 074571500
Phone
(973) 839-4432
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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $36K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $63 | — |
Investments
35 direct securities · 6 pooled funds· $14.2M(95% 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
$11.5M
35 holdings
Pooled Separate Account
$2.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 " | — | — | — | $2.0M | 13.1% | |
| Fidelity 500 Index Fund " | — | — | — | $1.8M | 12.0% | |
| Vanguard Growth Index Fund Adm " | — | — | — | $1.3M | 8.7% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $930K | 6.2% | |
| BLACKROCK EQUITY DIVIDEND (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $834K | 5.6% | |
| Great Gray Trust American Funds 2035 Fund " | — | — | — | $715K | 4.8% | |
| Fidelity Advisor Leveraged Company Stock Fund Z " | — | — | — | $687K | 4.6% | |
| Eaton Vance Income Fund of Boston R6 " | — | — | — | $515K | 3.4% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $481K | 3.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $399K | 2.7% | |
| Columbia Select Mid Cap Value Fund Instl " | — | — | — | $377K | 2.5% | |
| Invesco EQV International Equity Fund R6 " | — | — | — | $371K | 2.5% | |
| Carillon Eagle Small Cap Growth Fund R6 " | — | — | — | $333K | 2.2% | |
| Great Gray Trust American Funds 2025 Fund " | — | — | — | $320K | 2.1% | |
| Lord Abbett Value Opportunities Fund R6 " | — | — | — | $308K | 2.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $284K | 1.9% | |
| Great Gray Trust American Funds 2020 Fund Common collective trust | — | — | — | $274K | 1.8% | |
| T. ROWE US MID CAP GRW EQTY (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $239K | 1.6% | |
| Great Gray Trust American Funds 2040 Fund " | — | — | — | $207K | 1.4% | |
| Royce Small-Cap Total Return Fund Instl " | — | — | — | $191K | 1.3% | |
| MassMutual Strategic Emerging Markets Fund I " | — | — | — | $173K | 1.2% | |
| BlackRock Health Sciences Opportunities Portfolio Fund K " | — | — | — | $166K | 1.1% | |
| Franklin High Income Fund R6 " | — | — | — | $159K | 1.1% | |
| Goldman Sachs Small Cap Value Fund R6 " | — | — | — | $150K | 1.0% | |
| Great Gray Trust American Funds 2030 Fund " | — | — | — | $123K | 0.8% | |
| MFS Total Return Fund R6 " | — | — | — | $118K | 0.8% | |
| JPMorgan Core Bond Fund R6 " | — | — | — | $103K | 0.7% | |
| MFS Technology Fund R6 " | — | — | — | $102K | 0.7% | |
| JPMorgan Mid Cap Growth Fund R6 " | — | — | — | $102K | 0.7% | |
| Invesco International Bond Fund R6 " | — | — | — | $83K | 0.6% | |
| Invesco Global Opportunities Fund R6 " | — | — | — | $76K | 0.5% | |
| Great Gray Trust American Funds 2045 Fund " | — | — | — | $67K | 0.4% | |
| Invesco Small Cap Growth R6 " | — | — | — | $65K | 0.4% | |
| Invesco Real Estate Fund R6 " | — | — | — | $53K | 0.4% | |
| Great Gray Trust American Funds 2060 Fund " | — | — | — | $51K | 0.3% | |
| Great Gray Trust American Funds 2055 Fund " | — | — | — | $36K | 0.2% | |
| Great Gray Trust American Funds 2050 Fund " | — | — | — | $32K | 0.2% | |
| JP Morgan US Government Money Market Fund " | — | — | — | $25K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund R6 " | — | — | — | $8K | <0.1% | |
| Invesco Main Street Mid Cap Fund R6 " | — | — | — | $4K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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