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Original filing (PDF)20251011084933NAL0013729904001
ENGINEERED PROFILES LLC
Form 5500
FILING_RECEIVED
ENGINEERED PROFILES 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
337
Accounts w/ balance
361
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERED PROFILES LLC.
Plan sponsor
Name
ENGINEERED PROFILES LLC
EIN
31-1669463
Address
2141 FAIRWOOD AVE · COLUMBUS, OH · 43207
Phone
(614) 754-3216
Industry
Manufacturingsee 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $18K | — |
| FORUS ADVISORS LLC | 46-1803145 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities · 1 pooled fund· $24.1M(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
$12.4M
24 holdings
Pooled Separate Account
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.7M | 94.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund | — | — | — | $1.5M | 12.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 11.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 10.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund Admiral | — | — | — | $1.0M | 8.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund | — | — | — | $912K | 7.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund | — | — | — | $867K | 7.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund | — | — | — | $853K | 6.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund | — | — | — | $820K | 6.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund | — | — | — | $771K | 6.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund Admiral | — | — | — | $430K | 3.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Stock Market Index Fund Admiral | — | — | — | $411K | 3.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral | — | — | — | $388K | 3.1% | |
| Participant Loans to participants, bearing interest at 4.25% to 9.50% | — | — | — | $379K | 3.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral | — | — | — | $299K | 2.4% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $270K | 2.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund | — | — | — | $205K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund | — | — | — | $149K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard FTSE Social Index Fund Admiral | — | — | — | $129K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund | — | — | — | $126K | 1.0% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Institutional | — | — | — | $104K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | — | — | — | $43K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $30K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2070 Fund | — | — | — | $7K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Short-Term Bond Index Fund Admiral ** 775 * Voya Retirement Insurance and Annuity Company Vanguard Total Bond Market Index Fund Admiral | — | — | — | $2K | <0.1% |