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Original filing (PDF)20251015065908NAL0001955443001
ENVIRONMENTAL TECTONICS CORP
Form 5500
FILING_RECEIVED
ENVIRONMENTAL TECTONICS CORP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
150
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL TECTONICS CORP.
Plan sponsor
Name
ENVIRONMENTAL TECTONICS CORP
EIN
23-1714256
Address
125 JAMES WAY · SOUTHAMPTON, PA · 189663817
Phone
(215) 355-9100
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
2025-10-15
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY & PULLEN | 42-0714325 | — | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
Investments
26 direct securities · 1 pooled fund· $25.3M(99% 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.
Registered Investment Companies
$25.3M
26 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS LIFETIME 2030 FUND R3 | Registered Investment Companies | — | — | $3.7M | 14.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3.3M | 13.0% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $2.8M | 10.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.4M | 9.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.8M | 7.0% | |
| MFS LIFETIME 2040 FUND R3 | Registered Investment Companies | — | — | $1.7M | 6.7% | |
| MFS LIFETIME INCOME FUND - R3 | Registered Investment Companies | — | — | $1.7M | 6.6% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| JHN DISCIPLINED VAL MID CAP A | Registered Investment Companies | — | — | $1.0M | 3.9% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $829K | 3.2% | |
| PGIM JENN HEALTH SCIENCES Z | Registered Investment Companies | — | — | $631K | 2.5% | |
| MFS LIFETIME 2055 FUND R3 | Registered Investment Companies | — | — | $598K | 2.3% | |
| T. ROWE PRICE SMALL-CAP STOCK | Registered Investment Companies | — | — | $553K | 2.2% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $516K | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $359K | 1.4% | |
| MFS LIFETIME 2050 FUND R3 | Registered Investment Companies | — | — | $341K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $286K | 1.1% | |
| FRANKLIN UTILITIES FUND A1 | Registered Investment Companies | — | — | $268K | 1.0% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $228K | 0.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $219K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $202K | 0.8% | |
| MFS LIFETIME 2035 FUND R3 | Registered Investment Companies | — | — | $178K | 0.7% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $170K | 0.7% | |
| MFS LIFETIME 2045 FUND R3 | Registered Investment Companies | — | — | $126K | 0.5% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $59K | 0.2% | |
| MFS LIFETIME 2025 FUND R3 | Registered Investment Companies | — | — | $53K | 0.2% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |