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Original filing (PDF)20250919131145NAL0003071104001
ENGIS CORPORATION
Form 5500
FILING_RECEIVED
ENGIS CORPORATION PROFIT SHARING AND 401K PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
176
Accounts w/ balance
232
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund In Pr Registered Investment Company" is 29% of plan.
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGIS CORPORATION.
Plan sponsor
Name
ENGIS CORPORATION
EIN
36-1822985
Address
105 W. HINTZ ROAD · WHEELING, IL · 60090
Phone
(847) 808-9400
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
2025-09-19
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $91K | — |
| CERITY PARTNERS | 35-2467663 | — | SERVICE PROVIDER | $30K | — |
| ENGIS CORPORATION | 36-1822985 | — | SERVICE PROVIDER | $18K | — |
Investments
25 direct securities · 1 pooled fund· $29.0M(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
$25.9M
25 holdings
Common Collective Trust
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund In Pr Registered Investment Company | — | — | — | $7.4M | 28.8% | |
| GALLIARD STABLE RETURN FUND - CLASS WELLS FARGO FUNDS · EIN 94-1347393 / PN 001 | Common Collective Trust | — | — | $3.2M | 12.2% | |
| Galliard Stbl Retrn F Cl C CIT Common Collective Trust | — | — | — | $3.2M | 12.2% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.9M | 7.4% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.9M | 7.4% | |
| Inv Main Street Fd R6 Registered Investment Company | — | — | — | $1.4M | 5.6% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $1.4M | 5.2% | |
| Fidelity Mid Cap Idx Fd Ins Pr Registered Investment Company | — | — | — | $1.1M | 4.4% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.1M | 4.2% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | — | — | — | $969K | 3.7% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $873K | 3.4% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $743K | 2.9% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $702K | 2.7% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $556K | 2.1% | |
| DFA US Small Cap Portfolio Ins Registered Investment Company | — | — | — | $508K | 2.0% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $456K | 1.8% | |
| DFA Intl Small Comp Port Ins Registered Investment Company | — | — | — | $282K | 1.1% | |
| LOAN FUND Participant Loans - Rates 3.25% to 8.50% | — | — | — | $276K | 1.1% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $242K | 0.9% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $212K | 0.8% | |
| PIMCO Intl Bd Fd US Dl-Hdg I Registered Investment Company | — | — | — | $208K | 0.8% | |
| party date,rate of interest, collateral, par, or maturity date American Funds New World R6 Registered Investment Company | — | — | — | $174K | 0.7% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $85K | 0.3% | |
| Principal Divrsd Real Asst R6 Registered Investment Company | — | — | — | $80K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $36K | 0.1% | |
| (Held at End of Year) ENGIS CORPORATION PROFIT SHARINGAND 401(K) PLAN EIN#36-1822985 Plan# 001 * Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $11K | <0.1% |