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Original filing (PDF)20250731210449NAL0009152128001
EICHLEAY, INC.
Form 5500
FILING_RECEIVED
EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
186
Accounts w/ balance
403
Plan assets (EOY)
$85.4M
Net assets (EOY)
$85.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
19 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Prin SmCap S&P 600 Index SA-Z" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EICHLEAY, INC..
Plan sponsor
Name
EICHLEAY, INC.
EIN
26-1194667
Address
125 EAST SIR FRANCIS DRAKE · BOULEVARD STE 400 · LARKSPUR, CA · 94939
Phone
(925) 363-3105
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $137K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
18 direct securities · 6 pooled funds· $91.2M(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
$62.0M
18 holdings
Pooled Separate Account
$29.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $22.2M | 26.0% | |
| Prin Real Estate Secs SA-Z | — | — | $0 | $11.3M | 13.2% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $10.5M | 12.2% | |
| American Funds NewWorld R6 | — | — | $0 | $6.5M | 7.6% | |
| Fidelity Adv Technology I Fund | — | — | $0 | $6.0M | 7.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.8M | 5.6% | |
| LOOMIS SAYLES INV GR BD N FD | — | — | $0 | $4.8M | 5.6% | |
| SELF-DIRECTED BROKERAGE ACCT | — | — | $0 | $4.1M | 4.9% | |
| JP Morgan Sm Cap Value R6 Fund | — | — | $0 | $3.5M | 4.2% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $2.8M | 3.3% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $2.5M | 2.9% | |
| PUTNAM LARGE CAP VALUE R6 FUND | — | — | $0 | $2.5M | 2.9% | |
| AB Small Cap Grwth Port Z Fd | — | — | $0 | $1.8M | 2.1% | |
| JP MORGAN LARGE CAP GR R6 FD | — | — | $0 | $1.7M | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 2.0% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $1.6M | 1.9% | |
| PRIN MIDCAP R6 FUND | — | — | $0 | $903K | 1.1% | |
| Allspring Spec M Cap Value R6 | — | — | $0 | $686K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $579K | 0.7% | |
| PGIM High Yield R6 Fund | — | — | $0 | $407K | 0.5% | |
| PRINCIPAL FINANCIAL GROUP ESOP | — | — | $0 | $292K | 0.3% | |
| PGIM Global Total Ret R6 Fd | — | — | $0 | $145K | 0.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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