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Original filing (PDF)20251004091728NAL0001995921001
EAC, INC.
Form 5500
FILING_RECEIVED
EAC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
401
Accounts w/ balance
580
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
6 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAC, INC..
Plan sponsor
Name
EAC, INC.
EIN
23-7175609
Address
99 QUENTIN ROOSEVELT BLVD, STE 200 · GARDEN CITY, NY · 11530
Phone
(516) 539-0153
Industry
Health Care & Social Assistancesee 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
2025-10-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO., CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | SERVICE PROVIDER | $20K | — |
Investments
24 direct securities · 6 pooled funds· $17.4M(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
$16.5M
24 holdings
Common Collective Trust
$928K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN FUNDS 2025 TARGET DTD RET R6 | — | — | — | $2.4M | 14.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TARGET DTD RET R6 | — | — | — | $1.9M | 11.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2030 TARGET DTD RET R6 | — | — | — | $1.6M | 9.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TARGET DTD RET R6 | — | — | — | $1.2M | 7.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TARGET DTD RET R6 | — | — | — | $1.2M | 7.2% | |
| MFS GROWTH CL R6 | — | — | — | $1.0M | 6.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TARGET DTD RET R6 | — | — | — | $1.0M | 6.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2015 TARGET DTD RET R6 | — | — | — | $754K | 4.5% | |
| GALLIARD STABLE RETURN CL C | — | — | — | $697K | 4.1% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $697K | 4.1% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TARGET DTD RET R6 | — | — | — | $665K | 4.0% | |
| COLUMBIA CONTRARIAN CORE CL I3 | — | — | — | $622K | 3.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET DTD RET R6 | — | — | — | $600K | 3.6% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TARGET DTD RET R6 | — | — | — | $579K | 3.4% | |
| MFS MID CAP GROWTH CL R6 | — | — | — | $521K | 3.1% | |
| BLACKROCK GLOBAL ALLOCATION K | — | — | — | $428K | 2.5% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $ -0- | — | — | — | $303K | 1.8% | |
| AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH CL R6 | — | — | — | $220K | 1.3% | |
| COLUMBIA DIVIDEND INCOME CL I3 | — | — | — | $217K | 1.3% | |
| FIDELITY ADVISOR TOTAL BOND CL Z | — | — | — | $163K | 1.0% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $105K | 0.6% | |
| LOOMIS SAYLES LOOMIS SAYLES SMALL CAP GROWTH CL N | — | — | — | $105K | 0.6% | |
| WELLS FARGO WELLS FARGO SPECIAL SMALL CAP VALUE FUND - | — | — | — | $87K | 0.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2065 TARGET DTD RET R6 | — | — | — | $74K | 0.4% | |
| JP MORGAN JP MORGAN MID CAP VALUE CL R6 | — | — | — | $54K | 0.3% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $42K | 0.3% | |
| BLACKROCK US DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $33K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $33K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $18K | 0.1% | |
| BLACKROCK BLKROCK STRG INC OPP PORT K | — | — | — | $4K | <0.1% |
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