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Original filing (PDF)20260316103334NAL0001451395001
ECUMENICAL ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
EEI PENSION PROGRAM
403(b) retirement plan
Signals · 2
29% in single holding6 service providers
Active participants
228
Accounts w/ balance
109
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: YOURPATH ISHARE 2040 MODERATE (no filing on disk)]" is 29% of plan.
- Only 48% 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 ECUMENICAL ENTERPRISES, INC..
Plan sponsor
Name
ECUMENICAL ENTERPRISES, INC.
EIN
23-1714246
Address
4 EAST CENTER HILL ROAD · DALLAS, PA · 18612
Phone
(570) 675-7336
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $16K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $120 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDINAL PENSION GROUP, INC | — | WEST CHESTER, PA | CONTRACT ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | DUNMORE, PA | INVESTMENT MGMT | $8K | — |
| EMPOWER ADVISORY GROUP, LL | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $399 | — |
Investments
17 pooled funds· $5.3M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| YOURPATH ISHARE 2040 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $1.5M | 28.3% | |
| YOURPATH ISHARE 2025 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $815K | 15.2% | |
| YOURPATH ISHARE 2020 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $551K | 10.2% | |
| YOURPATH ISHARE 2035 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $528K | 9.8% | |
| YOURPATH ISHARE 2030 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $455K | 8.5% | |
| YOURPATH ISHARE 2045 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $344K | 6.4% | |
| YOURPATH ISHARE 2055 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $313K | 5.8% | |
| YOURPATH ISHARE 2050 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $165K | 3.1% | |
| YOURPATH ISHARE 2015 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $132K | 2.4% | |
| YOURPATH ISHARE 2060 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $125K | 2.3% | |
| LINCOLN STABLE VALUE ACCOUNT-LNG LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $114K | 2.1% | |
| YOURPATH ISHARE 2010 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $83K | 1.6% | |
| FIDELITY 500 INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $69K | 1.3% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $28K | 0.5% | |
| VANGUARD MID CAP VALUE INDEX ADMIRA LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $19K | 0.4% | |
| VANGUARD SMALL CAP VALUE INDEX ADMI LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $19K | 0.4% | |
| YOURPATH ISHARE 2065 MODERATE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Common Collective Trust | — | — | $17K | 0.3% |
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