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Original filing (PDF)20250905161141NAL0017371633001
EMS ENGINEERED MATERIALS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ENGINEERED MATERIALS SOLUTIONS CONTRIBUTION AND 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
335
Accounts w/ balance
410
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMS ENGINEERED MATERIALS SOLUTIONS, LLC.
Plan sponsor
Name
EMS ENGINEERED MATERIALS SOLUTIONS, LLC
EIN
26-0752055
Address
39 PERRY AVENUE · ATTLEBORO, MA · 027032417
Phone
(508) 342-2196
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
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)
Audit & trust (Schedule H)
Auditor
ROEDL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $117K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISORY SERV | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | — | EAST PROVIDENCE, RI | TPA | $0 | — |
Investments
22 direct securities · 1 pooled fund· $40.2M(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
$34.8M
21 holdings
Mutual Funds
$4.1M
1 holding
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed portfolio fund * Massachusetts Mutual Life Insurance Company SAGIC Diversified Bond | — | — | — | $6.8M | 16.9% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2025 A | Mutual Funds | — | — | $4.1M | 10.2% | |
| MFS Investment Management MFS GROWTH R4 | — | — | — | $3.7M | 9.3% | |
| Fidelity Investments FIDELITY 500 INDEX | — | — | — | $3.7M | 9.2% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2030 A | — | — | — | $2.4M | 6.1% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2035 A | — | — | — | $2.4M | 6.0% | |
| T. Rowe Price T. ROWE PRICE INSTL SMALL-CAP STOCK | — | — | — | $2.3M | 5.6% | |
| T. Rowe Price T. ROWE PRICE MID CAP GROWTH | — | — | — | $2.0M | 4.9% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $1.7M | 4.3% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.3% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2045 A | — | — | — | $1.2M | 3.0% | |
| Columbia DIVIDEND INCOME INSTL 3 | — | — | — | $1.1M | 2.7% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2050 A | — | — | — | $995K | 2.5% | |
| American Funds Investment Hub AMERICAN FUNDS BOND FUND OF AMER R6 | — | — | — | $927K | 2.3% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2040 A | — | — | — | $884K | 2.2% | |
| Notes receivable from plan participants Maturities from 2025 through 2029 Interest rates from 3.25% to 8.50%, | — | — | — | $769K | 1.9% | |
| Victory SYCAMORE SMALL CO OPPORTUNITY I | — | — | — | $748K | 1.9% | |
| JP Morgan JPMORGAN SMARTRETIREMENT INCOME A | — | — | — | $741K | 1.8% | |
| Allspring Global Investments ALLSPRING SPECIAL MID CAP VALUE R6 | — | — | — | $731K | 1.8% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2020 A | — | — | — | $696K | 1.7% | |
| MassMutual Premier MASSMUTUAL HIGH YIELD SERVICE | — | — | — | $459K | 1.1% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2060 A | — | — | — | $338K | 0.8% | |
| JP Morgan JPMORGAN SMARTRETIREMENT 2055 A | — | — | — | $151K | 0.4% |
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