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Original filing (PDF)20250924095032NAL0016794818001
ERMCO, INC.
Form 5500
FILING_RECEIVED
ERMCO, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
155
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERMCO, INC..
Plan sponsor
Name
ERMCO, INC.
EIN
35-1071084
Address
1625 WEST THOMPSON ROAD · INDIANAPOLIS, IN · 46217
Phone
(317) 423-3872
Industry
Electrical Contractors· Constructionsee 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
2025-09-24
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
Investments
25 direct securities · 3 pooled funds· $19.4M(98% 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
$18.3M
25 holdings
Common Collective Trust
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Account | — | — | — | $2.7M | 13.6% | |
| AB Large Cap Growth Advisor | — | — | — | $2.2M | 11.1% | |
| Fidelity 500 Index | — | — | — | $2.0M | 10.2% | |
| JP Morgan US Value Fund | — | — | — | $1.7M | 8.8% | |
| Fidelity ADV Total Bond Z | — | — | — | $962K | 4.9% | |
| Fidelity ADV Intl Cap App M | — | — | — | $926K | 4.7% | |
| Fidelity Intl Index | — | — | — | $899K | 4.5% | |
| Schwab Fndmtl Intl Large Co Index | — | — | — | $849K | 4.3% | |
| Parnassus Core Equity Inst | — | — | — | $742K | 3.7% | |
| PGM High Yield R6 | — | — | — | $678K | 3.4% | |
| Amerfds Bond Fund of America R6 | — | — | — | $664K | 3.3% | |
| Fidelity Small Cap Index | — | — | — | $611K | 3.1% | |
| Fidelity Mid Cap Index | — | — | — | $602K | 3.0% | |
| PIMCO Intl Bond I | — | — | — | $525K | 2.6% | |
| Amerfds 2025 trgt date ret R4 | — | — | — | $407K | 2.1% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $396K | 2.0% | |
| DFA US Trgt Value I Fund | — | — | — | $373K | 1.9% | |
| PUTNAM SM CAP GRWTH TRST CL R GREAT GRAY TRUST COMPANY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $370K | 1.9% | |
| MFS MID CAP GROWTH FUND CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $366K | 1.8% | |
| Amerfds 2030 trgt date ret R4 | — | — | — | $270K | 1.4% | |
| Amerfds 2040 trgt date ret R4 | — | — | — | $248K | 1.3% | |
| Notes receivable from participants | — | — | — | $233K | 1.2% | |
| Amerfds 2020 trgt date ret R4 | — | — | — | $186K | 0.9% | |
| Amerfds 2050 trgt date ret R4 | — | — | — | $183K | 0.9% | |
| Amerfds 2045 trgt date ret R4 | — | — | — | $153K | 0.8% | |
| Amerfds 2055 trgt date ret R4 | — | — | — | $38K | 0.2% | |
| Amerfds 2065 trgt date ret R4 | — | — | — | $32K | 0.2% | |
| Amerfds 2060 trgt date ret R4 | — | — | — | $17K | <0.1% |
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