Original filing (PDF)20250908152433NAL0012006419001

Evans, Mechwart, Hambleton & Tilton, Inc.

Name: Evans, Mechwart, Hambleton & Tilton, Inc. — Form 5500 Plan 001 (2024)
Creator: Evans, Mechwart, Hambleton & Tilton, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan

401(k) retirement plan · Evans, Mechwart, Hambleton & Tilton, Inc.'s Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan held $66.4M in plan assets for 323 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Active participants

323

Accounts w/ balance

385

Plan assets (EOY)

$66.4M

Net assets (EOY)

$66.4M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVANS, MECHWART, HAMBLETON & TILTON, INC..

Plan sponsor

Name

EVANS, MECHWART, HAMBLETON & TILTON, INC.

EIN

31-0685594all filings

Address

5500 NEW ALBANY ROAD · NEW ALBANY, OH · 43054

Phone

(614) 775-4500

Industry

Engineering Services· Professional & Technical Services

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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$62K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION RPCP	04-3046611	—	NONE	$77K	—

Investments

19 direct securities· $66.4M(100% of reported assets)

Mutual Funds

$32.0M

10 holdings

Common Collective Trusts

$29.1M

7 holdings

Common Stocks

$4.5M

1 holding

Other securities

$868K

1 holding

					% of plan
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$14.1M	21.2%
Vanguard Developed Mkts Idx Adm	Common Collective Trusts	—	—	$9.0M	13.6%
Dodge & Cox Dodge & Cox Income	Mutual Funds	—	—	$8.8M	13.3%
Vanguard US Growth Adm	Mutual Funds	—	—	$8.5M	12.8%
Vanguard Value Index Adm	Mutual Funds	—	—	$6.7M	10.1%
Standard Insurance Company** Fully benefit-responsive investment contract - Standard Stable Asset Fund A	Common Stocks	—	—	$4.5M	6.7%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$3.6M	5.4%
Vanguard Mid Cap Val Idx Adm	Common Collective Trusts	—	—	$2.8M	4.1%
Vanguard MidCapGrwth Idx Adm	Common Collective Trusts	—	—	$2.2M	3.3%
Vanguard Balanced Index Adm	Mutual Funds	—	—	$1.7M	2.5%
T. Rowe Price T. Rowe Price New Horizons I	Other securities	—	—	$868K	1.3%
American Funds American Funds New Prspct R6	Mutual Funds	—	—	$766K	1.2%
Vanguard Utilities Index Adm	Mutual Funds	—	—	$746K	1.1%
Vanguard Emerging Mkts Stock Idx Adm	Common Collective Trusts	—	—	$595K	0.9%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$554K	0.8%
Fidelity Advisor Strategic Income	Mutual Funds	—	—	$429K	0.6%
Vanguard Small Cap Val Idx Adm	Common Collective Trusts	—	—	$411K	0.6%
Vanguard Inflat Prot Sec Adm	Mutual Funds	—	—	$176K	0.3%
Vanguard SmallCapGrwth Idx Adm	Common Collective Trusts	—	—	$20K	<0.1%