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Original filing (PDF)20251006121138NAL0006407344001
EAGLE VIEW TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
EAGLE VIEW TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
578
Accounts w/ balance
798
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
25 pooled trusts
Schedule D
44 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 EAGLE VIEW TECHNOLOGIES, INC..
Plan sponsor
Name
EAGLE VIEW TECHNOLOGIES, INC.
EIN
26-1168431
Address
25 METHODIST HILL DR · ROCHESTER, NY · 146234270
Phone
(866) 659-8439
Industry
All Other Professional 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
2025-10-06
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
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $48K | — |
Investments
43 direct securities · 25 pooled funds· $38.1M(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
$36.7M
43 holdings
Common Collective Trust
$1.3M
24 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 Index Mutual Fund | — | — | — | $4.7M | 12.4% | |
| AF Trgt Date 2050 R6 Mutual Fund | — | — | — | $3.9M | 10.2% | |
| AF Trgt Date 2045 R6 Mutual Fund | — | — | — | $3.4M | 9.0% | |
| AF Trgt Date 2055 R6 Mutual Fund | — | — | — | $3.0M | 7.9% | |
| AF Trgt Date 2040 R6 Mutual Fund | — | — | — | $2.8M | 7.4% | |
| AF Trgt Date 2060 R6 Mutual Fund | — | — | — | $2.3M | 6.1% | |
| AF Trgt Date 2035 R6 Mutual Fund | — | — | — | $1.8M | 4.8% | |
| FID Total Mkt Idx Mutual Fund | — | — | — | $1.8M | 4.6% | |
| Jpm Lg Cap Growth R6 Mutual Fund | — | — | — | $1.7M | 4.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| AF Trgt Date 2030 R6 Mutual Fund | — | — | — | $1.3M | 3.3% | |
| Trp Equity Income I Mutual Fund | — | — | — | $1.1M | 3.0% | |
| FID Govt Mmkt K6 Interest Bearing Cash ** 4 * AF Income Fd Amer R6 Mutual Fund | — | — | — | $1.1M | 2.9% | |
| FID Mid Cap Gr Idx Mutual Fund | — | — | — | $836K | 2.2% | |
| AF Trgt Date 2065 R6 Mutual Fund | — | — | — | $724K | 1.9% | |
| FID Mid Cap Idx Mutual Fund | — | — | — | $653K | 1.7% | |
| Victory S Est Val R6 Mutual Fund | — | — | — | $610K | 1.6% | |
| FID Sm Cap Idx Mutual Fund | — | — | — | $588K | 1.5% | |
| Mfs Intl Intr Val R6 Mutual Fund | — | — | — | $509K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $342K | 0.9% | |
| FID Small Cap Gr K6 Mutual Fund | — | — | — | $337K | 0.9% | |
| Invs Eqv Intlsmco R6 Mutual Fund | — | — | — | $312K | 0.8% | |
| FID Real Estate Idx Mutual Fund | — | — | — | $300K | 0.8% | |
| AF Trgt Date 2015 R6 Mutual Fund ** 232 * AF Trgt Date 2025 R6 Mutual Fund | — | — | — | $298K | 0.8% | |
| JP Morgan Income R6 Mutual Fund | — | — | — | $294K | 0.8% | |
| Pgim J Mid-Cap Gr R6 Mutual Fund | — | — | — | $270K | 0.7% | |
| Dfa Emerging Mkts I Mutual Fund | — | — | — | $223K | 0.6% | |
| J H Global Select N Mutual Fund | — | — | — | $197K | 0.5% | |
| FID Total Intl Idx Mutual Fund | — | — | — | $179K | 0.5% | |
| Jpm Sm Cap Value R6 Mutual Fund | — | — | — | $159K | 0.4% | |
| Pgim J Nat Rsrcs R6 Mutual Fund | — | — | — | $129K | 0.3% | |
| Vang Util Idx Adm Mutual Fund | — | — | — | $126K | 0.3% | |
| FID Us Bond Idx Mutual Fund | — | — | — | $122K | 0.3% | |
| Blkrk Infl Pro Bd K Mutual Fund | — | — | — | $114K | 0.3% | |
| AF Trgt Date 2020 R6 Mutual Fund | — | — | — | $113K | 0.3% | |
| FID Intm Tr Bd Idx Mutual Fund | — | — | — | $86K | 0.2% | |
| Pgim High Yield R6 Mutual Fund | — | — | — | $80K | 0.2% | |
| FID Intl Index Mutual Fund | — | — | — | $64K | 0.2% | |
| FID Mid Cap Val Idx Mutual Fund | — | — | — | $23K | <0.1% | |
| FID Sm Cap Val Idx Mutual Fund | — | — | — | $16K | <0.1% | |
| FID Emrg Mkts Idx Mutual Fund | — | — | — | $11K | <0.1% | |
| AF Us Govt Sec R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| FID Intl Bond Index Mutual Fund | — | — | — | $6K | <0.1% | |
| FID St Bond Idx Mutual Fund | — | — | — | $2K | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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