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Original filing (PDF)20251008141318NAL0005672081001
ENTECH ENGINEERING INC.
Form 5500
FILING_RECEIVED
ENTECH ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
172
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTECH ENGINEERING INC..
Plan sponsor
Name
ENTECH ENGINEERING INC.
EIN
23-2535855
Address
201 PENN STREET · SUITE 300, P.O. BOX 32 · READING, PA · 19603
Phone
(610) 373-6667
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
26 direct securities · 1 pooled fund· $22.3M(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.
Uncategorized
$21.7M
26 holdings
Common Collective Trust
$539K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Growth Index Fund | — | — | — | $3.3M | 15.0% | |
| American Funds American Mutual Fund R6 | — | — | — | $2.1M | 9.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.8M | 8.3% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.6M | 7.1% | |
| BNY Mellon BNY Mellon Midcap Index Fund | — | — | — | $1.6M | 7.1% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Class | — | — | — | $1.3M | 6.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $1.3M | 5.8% | |
| The Vanguard Group Vanguard Dividend Growth Fund | — | — | — | $1.0M | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $996K | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $944K | 4.2% | |
| Registered Investment Companies American Funds American Balanced Fund R6 | — | — | — | $796K | 3.6% | |
| Lord Abbett Bond Debenture R6 | — | — | — | $708K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $592K | 2.7% | |
| American Funds American Funds EuroPacific Growth Fund R6 | — | — | — | $573K | 2.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $539K | 2.4% | |
| The Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $530K | 2.4% | |
| Clearbridge International Growth Fund | — | — | — | $424K | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $412K | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $378K | 1.7% | |
| Dimensional Fund Advisors DFA US Large Company Installment Index Fund | — | — | — | $342K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $313K | 1.4% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $233K | 1.0% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio | — | — | — | $222K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $119K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $59K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $32K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balance Fund | — | — | — | $15K | <0.1% |
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