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Original filing (PDF)20250916115418NAL0001295203001
ERESEARCH TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
ERESEARCH TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
1,675
Accounts w/ balance
2,932
Plan assets (EOY)
$308.7M
Net assets (EOY)
$308.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERESEARCH TECHNOLOGY, INC..
Plan sponsor
Name
ERESEARCH TECHNOLOGY, INC.
EIN
22-3264604
Address
1818 MARKET STREET SUITE 1000 · PHILADELPHIA, PA · 19103
Phone
(215) 282-5314
Industry
All Other Professional 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
2025-09-16
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
PARSONS CPA, PLLC
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 | $143K | — |
Investments
11 direct securities · 16 pooled funds· $308.7M(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.
Common Collective Trust
$214.3M
16 holdings
Uncategorized
$94.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CG 2045 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $34.0M | 11.0% | |
| FID 500 INDEX Mutual Fund | — | — | — | $33.9M | 11.0% | |
| CG 2035 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $30.6M | 9.9% | |
| CG 2030 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $29.3M | 9.5% | |
| CG 2055 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $28.7M | 9.3% | |
| CG 2040 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $27.9M | 9.0% | |
| CG 2050 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $25.0M | 8.1% | |
| FID BLUE CHIP GR K6 Mutual Fund | — | — | — | $24.2M | 7.8% | |
| VANG TREASURY MM Cash and Cash Equivalent | — | — | — | $13.1M | 4.2% | |
| CG 2025 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $12.4M | 4.0% | |
| CG 2015 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $10.3M | 3.3% | |
| FID EXTD MKT IDX Mutual Fund | — | — | — | $9.1M | 2.9% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $6.0M | 1.9% | |
| FID DIVERSFD INTL K6 Mutual Fund | — | — | — | $4.5M | 1.4% | |
| CG 2020 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $3.9M | 1.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.2M | 1.0% | |
| Participant Loans Interest Rates (4.25% - 9.50%) | — | — | — | $3.0M | 1.0% | |
| AS SPL MID CP VAL R6 Mutual Fund | — | — | — | $2.5M | 0.8% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| FID US BOND IDX Mutual Fund | — | — | — | $1.6M | 0.5% | |
| AB SM CAP GRTH Z Mutual Fund | — | — | — | $1.3M | 0.4% | |
| DFA US SM CAP VALUE Mutual Fund | — | — | — | $1.1M | 0.4% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $625K | 0.2% | |
| GALLIARD STBLE RTN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $348K | 0.1% | |
| FID TOTAL INTL IDX Mutual Fund | — | — | — | $167K | <0.1% | |
| CG 2060 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $102K | <0.1% | |
| CG 2065 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $24K | <0.1% |