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Original filing (PDF)20251014145357NAL0003081185001

ETEAM INC.

Form 5500
FILING_RECEIVED
ETEAM INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,218
Accounts w/ balance
2,643
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ETEAM INC..
Plan sponsor
Name
ETEAM INC.
EIN
22-3651715
Address
285 DAVIDSON AVENUE · SOMERSET, NJ · 08873
Phone
(732) 372-4219
Industry
Custom Computer Programming· 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PTNRS (FRS) ATTEST SVCS LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT ADVISORS, LLC02-0488491SERVICE PROVIDER$4K
MORNINGSTAR36-3297908SERVICE PROVIDER$0

Investments

36 direct securities · 1 pooled fund· $28.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$14.5M
36 holdings
Pooled Separate Account
$13.5M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VARIABLE ANNUITY ACCOUNT D
VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000
Pooled Separate Account
$13.5M94.3%
Voya Retirement Insurance & Annuity Fidelity 500 Index Fund a$2.1M14.4%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2035 8 a$1.0M7.0%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2045 8 a$992K6.9%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2050 8 a$895K6.2%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2060 8 a$723K5.0%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2040 8 a$721K5.0%
Voya Retirement Insurance & Annuity Voya Fixed Account (4450) a$719K5.0%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2055 8 a$717K5.0%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2030 8 a$668K4.7%
Voya Retirement Insurance & Annuity JPMorgan U.S. Res Enhanc Eq R6 a$620K4.3%
Voya Retirement Insurance & Annuity Vangrd LifeStrat Cns Gr Fd Inv a$591K4.1%
Voya Retirement Insurance & Annuity DFA US Large Cap Gr Port Ins a$549K3.8%
Voya Investment Trust Co. Voya Trgt Solution Tr: 2025 8 a$504K3.5%
Voya Investment Trust Co. Voya Trgt Solution Tr 2065 8 a$469K3.3%
Voya Investment Trust Co. Voya Trgt Solution Tr: Inc 8 a$457K3.2%
Voya Retirement Insurance & Annuity Fidelity Mid Cap Idx Fd a$362K2.5%
Voya Retirement Insurance & Annuity Fidelity Sm Cp Ind Fd a$264K1.8%
Voya Retirement Insurance & Annuity Vangrd Tot Int Stk In F Adm a$239K1.7%
Voya Retirement Insurance & Annuity Vangrd LifeStrat Md Grw Fd Inv a$189K1.3%
Voya Retirement Insurance & Annuity Carillon Eagle Mid Cap Grw R6 a$189K1.3%
Voya Retirement Insurance & Annuity Vangrd Balanced Index Fnd Adm a$179K1.2%
Voya Retirement Insurance & Annuity Voya Intermediate Bond Fund R6 a$178K1.2%
Voya Retirement Insurance & Annuity Vangrd Equity Income Fund Adm a$170K1.2%
Voya Retirement Insurance & Annuity Vangrd LifeStrat Grw Fd Inv a$159K1.1%
Voya Retirement Insurance & Annuity American Funds Nw Prspctv R6 a$147K1.0%
Notes receivable from participants July 2029$126K0.9%
Voya Retirement Insurance & Annuity Vangrd Explorer Fund Adm a$110K0.8%
LOAN FUND Participant Loans - Rates 8.75% to 9.50%$97K0.7%
party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company$88K0.6%
Voya Retirement Insurance & Annuity DFA Infl-Prot Sec Port Ins a$52K0.4%
Voya Retirement Insurance & Annuity PGIM High Yield Fund R6 a$50K0.4%
Voya Retirement Insurance & Annuity DFA US Targeted Vl Port Ins a$48K0.3%
Voya Retirement Insurance & Annuity PGIM Global Total Return Fd R6 a$40K0.3%
Voya Retirement Insurance & Annuity DFA Real Estate Secs Port Ins a$35K0.2%
Voya Retirement Insurance & Annuity Vangrd Em Mkts Stk Ind Fd Adm a$23K0.2%
Voya Retirement Insurance & Annuity Vangrd LifeStrat Inc Fd Inv a$13K<0.1%

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