Original filing (PDF)20260309111850NAL0002538546001

E.K. SERVICES, INC.

Name: E.K. SERVICES, INC. — E. K. SERVICES RETIREMENT PLAN, Form 5500 (2024)
Creator: E.K. SERVICES, INC.

Form 5500

FILING_RECEIVED

E. K. SERVICES RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late filing · 3.8 mo31% in single holding

Active participants

101

Accounts w/ balance

169

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

How this plan invests

This plan

1 pooled trust

Schedule D

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.
Top holding "Registered Investment Companies Wilmington Trust IndexSelect Moderate 2035 Fund" is 31% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.K. SERVICES, INC..

Plan sponsor

Name

E.K. SERVICES, INC.

EIN

25-1644049

Address

260 OLD YORK ROAD · NEW CUMBERLAND, PA · 17070

Phone

(717) 774-7913

Industry

Constructionsee 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

2026-03-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RKL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$29K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SMITH ELLIOTT KEARNS & COMPANY LLC	—	CHAMBERSBURG, PA	CONTRACT ADMIN	$8K	—

Investments

21 direct securities · 1 pooled fund· $13.7M(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

$7.0M

21 holdings

Pooled Separate Account

$6.7M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$6.7M	92.9%
Registered Investment Companies Wilmington Trust IndexSelect Moderate 2035 Fund	—	—	—	$2.2M	30.3%
Wilmington Trust IndexSelect Moderate 2045 Fund	—	—	—	$2.1M	29.2%
Wilmington Trust IndexSelect Moderate 2055 Fund	—	—	—	$1.5M	21.5%
Wilmington Trust IndexSelect Moderate Retirement Fund	—	—	—	$605K	8.4%
Participant Loans 3.25% to 9.50%	—	—	—	$302K	4.2%
Wilmington Trust IndexSelect Aggressive 2055 Fund	—	—	—	$83K	1.2%
Wilmington Trust IndexSelect Aggressive 2045 Fund	—	—	—	$57K	0.8%
American Mutual American Funds American Balanced Fund Class R-6	—	—	—	$36K	0.5%
American Mutual American Funds American Mutual Fund Class R-6	—	—	—	$36K	0.5%
Vanguard Growth Index Fund Admiral	—	—	—	$7K	0.1%
Vanguard 500 Index Fund Admiral	—	—	—	$7K	<0.1%
Vanguard Value Index Admiral	—	—	—	$6K	<0.1%
Vanguard Total International Stock Fund Admiral	—	—	—	$6K	<0.1%
Vanguard Small-Cap Value Index Fund Admiral	—	—	—	$3K	<0.1%
Mass Mutual Mass Mutual Blue Chip Growth Fund	—	—	—	$2K	<0.1%
Vanguard Mid-Cap Growth Index Fund Admiral	—	—	—	$2K	<0.1%
Vanguard Small-Cap Growth Index Fund Admiral	—	—	—	$2K	<0.1%
Wilmington Trust IndexSelect Aggressive Retire Fund	—	—	—	$2K	<0.1%
Vanguard Mid-Cap Index Admiral	—	—	—	$2K	<0.1%
Dimensional Fund Advisors DFA Emerging Markets	—	—	—	$1K	<0.1%
Brandywine Bond Brandywine Global Opportunities Bond Fund	—	—	—	$1K	<0.1%