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Original filing (PDF)20251015103846NAL0005985072001
EHS TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
EHS TECHNOLOGIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
120
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EHS TECHNOLOGIES CORPORATION.
Plan sponsor
Name
EHS TECHNOLOGIES CORPORATION
EIN
22-3476126
Address
400 NORTH CHURCH STREET, #115 · MOORESTOWN, NJ · 080571772
Phone
(267) 269-2270
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAWRENCE F. TORNETTA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
Investments
17 direct securities · 12 pooled funds· $10.0M(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.
Pooled Separate Account
$6.4M
11 holdings
Uncategorized
$3.4M
17 holdings
Common Collective Trust
$169K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.2M | 12.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $998K | 10.1% | |
| Vanguard Group Vanguard Growth Idx Adm Fnd | — | — | — | $920K | 9.3% | |
| BlackRock iShares S&P 500 Idx K Fnd | — | — | — | $871K | 8.8% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $849K | 8.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $844K | 8.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $730K | 7.4% | |
| Fidelity US Bond Idx Fnd | — | — | — | $654K | 6.6% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $567K | 5.7% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $408K | 4.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $275K | 2.8% | |
| Vanguard Group Vanguard Total Stock Market Idx Adm Fnd | — | — | — | $259K | 2.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $231K | 2.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $182K | 1.8% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $169K | 1.7% | |
| Fidelity Small Cap Idx Fnd | — | — | — | $163K | 1.6% | |
| Fidelity Mid Cap Idx Fnd | — | — | — | $148K | 1.5% | |
| (E) | — | — | — | $82K | 0.8% | |
| Similar Party Description 2024 Registered Investment Company - Mutual Funds Fidelity International Idx Fnd | — | — | — | $82K | 0.8% | |
| Participant Notes Interest Rate - 4.25% - 9.50% | — | — | — | $57K | 0.6% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $53K | 0.5% | |
| Vanguard Group Vanguard Windsor Adm Fnd | — | — | — | $45K | 0.5% | |
| Vanguard Group Vanguard Total World Stock Idx Adm Fnd | — | — | — | $44K | 0.4% | |
| Vanguard Group Vanguard Emerging Markets Stock Idx Adm Fnd 643 Vanguard Group Vanguard FTSE All-World Ex-US Small Cap Idx | — | — | — | $40K | 0.4% | |
| Vanguard Group Vanguard Mid-Cap Growth Idx Adm Fnd | — | — | — | $26K | 0.3% | |
| Vanguard Group Vanguard Mid-Cap Value Idx Adm Fnd | — | — | — | $16K | 0.2% | |
| AS OF DECEMBER 31, 2024 Guaranteed Investment Contract * Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Short-Term Bond Idx Adm Fnd | — | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Short-Term Inflation-Protd Securities Idx | — | — | — | $2K | <0.1% |
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