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Original filing (PDF)20251014080540NAL0003345072001
EGIS BLN USA INC.
Form 5500
FILING_RECEIVED
EGIS BLN USA INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
216
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.7M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGIS BLN USA INC..
Plan sponsor
Name
EGIS BLN USA INC.
EIN
35-2031487
Address
8320 CRAIG STREET · INDIANAPOLIS, IN · 46250
Phone
(317) 806-2408
Industry
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Investments
35 direct securities · 1 pooled fund· $76.5M(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
$40.1M
35 holdings
Pooled Separate Account
$36.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $36.4M | 96.6% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | — | — | — | $5.8M | 15.5% | |
| AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R6 MUTUAL FUND SHARES 0 | — | — | — | $4.0M | 10.6% | |
| American Century One Chc Blnd Pls 2025 R6 Pooled Separate Account (1) | — | — | — | $2.7M | 7.3% | |
| American Century One Chc Blnd Pls 2040 R6 Pooled Separate Account (1) | — | — | — | $2.2M | 5.9% | |
| American Century One Chc Blnd Pls 2050 R6 Pooled Separate Account (1) | — | — | — | $1.7M | 4.4% | |
| AMERICAN CENTURY AMERCENT EQTY INC R6 MUTUAL FUND SHARES 0 | — | — | — | $1.6M | 4.3% | |
| VICTORY VIC PIONEER SEL MIDCAP GWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $1.5M | 3.9% | |
| Pioneer Select Mid Cap Growth K Pooled Separate Account (1) | — | — | — | $1.5M | 3.9% | |
| American Century One Chc Blnd Pls 2045 R6 Pooled Separate Account (1) | — | — | — | $1.4M | 3.8% | |
| American Century One Chc Blnd Pls 2030 R6 Pooled Separate Account (1) | — | — | — | $1.4M | 3.8% | |
| American Century One Chc Blnd Pls 2035 R6 Pooled Separate Account (1) | — | — | — | $1.4M | 3.7% | |
| T. ROWE PRICE TROWEPRICE GRTH STOCK I MUTUAL FUND SHARES 0 | — | — | — | $1.2M | 3.2% | |
| AUL Stable Value Account Common Collective Trust (1) | — | — | — | $1.2M | 3.1% | |
| American Century One Chc Blnd Pls 2060 R6 Pooled Separate Account (1) | — | — | — | $1.1M | 3.0% | |
| AMERICAN FUNDS AMERFDS CAP WORLD GRTH&INC R6 MUTUAL FUND SHARES 0 | — | — | — | $1.0M | 2.7% | |
| American Century One Chc Blnd Pls 2055 R6 Pooled Separate Account (1) | — | — | — | $993K | 2.6% | |
| VANGUARD INTL GR ADM MUTUAL FUND SHARES 0 | — | — | — | $968K | 2.6% | |
| Vanguard International Growth Adm Pooled Separate Account (1) | — | — | — | $968K | 2.6% | |
| Fidelity Midcap Index Pooled Separate Account (1) | — | — | — | $825K | 2.2% | |
| party collateral, par or maturity value (d) Cost (e) Current value ALGER CAP APPRECIATION INSTL Y MUTUAL FUND SHARES 0 | — | — | — | $820K | 2.2% | |
| PIMCO Income Instl Pooled Separate Account (1) | — | — | — | $793K | 2.1% | |
| GGT Core Plus Bond CL R1 Pooled Separate Account (1) | — | — | — | $653K | 1.7% | |
| GGT American Century Mid Value R1 Pooled Separate Account (1) | — | — | — | $619K | 1.6% | |
| American Funds Fundamental Invs R6 Pooled Separate Account (1) | — | — | — | $591K | 1.6% | |
| American Century Small Cap Value R6 Pooled Separate Account (1) | — | — | — | $566K | 1.5% | |
| Fidelity Small Cap Index Pooled Separate Account (1) | — | — | — | $507K | 1.3% | |
| Vanguard Explorer Adm Pooled Separate Account (1) | — | — | — | $423K | 1.1% | |
| Invesco Diversified Div R6 Pooled Separate Account (1) | — | — | — | $410K | 1.1% | |
| Thornburg Limited Term Income R6 Pooled Separate Account (1) | — | — | — | $335K | 0.9% | |
| Nuveen Intl EQ Index R6 Pooled Separate Account (1) | — | — | — | $268K | 0.7% | |
| American Century One Chc Blnd Pls 2065 R6 Pooled Separate Account (1) | — | — | — | $142K | 0.4% | |
| American Century One Chc Blnd Pls 2020 R6 Pooled Separate Account (1) | — | — | — | $133K | 0.4% | |
| Participant Loans (interest rate range 4.50%-5.50%) 0 | — | — | — | $102K | 0.3% | |
| American Century Inflation-Adjusted Bond R6 Pooled Separate Account (1) | — | — | — | $93K | 0.2% | |
| Invesco Gold Spec Min R6 Pooled Separate Account (1) | — | — | — | $72K | 0.2% |