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Original filing (PDF)20251015085956NAL0005603616001
EPIROC NORTH AMERICA CORP.
Form 5500
FILING_RECEIVED
EPIROC 401(K) PLAN
401(k) retirement plan
Active participants
1,401
Accounts w/ balance
1,663
Plan assets (EOY)
$199.9M
Net assets (EOY)
$199.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIROC NORTH AMERICA CORP..
Plan sponsor
Name
EPIROC NORTH AMERICA CORP.
EIN
36-4868039
Address
2100 N 1ST STREET · GARLAND, TX · 75040
Phone
(973) 397-3431
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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $140K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $48K | — |
Investments
30 direct securities · 1 pooled fund· $197.5M(99% 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
$179.8M
30 holdings
Common Collective Trust
$17.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $20.1M | 10.1% | |
| Putnam Fiduciary Trust Company | — | — | — | $17.7M | 8.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17.7M | 8.8% | |
| Fidelity Investments | — | — | — | $16.2M | 8.1% | |
| Fidelity Investments | — | — | — | $14.3M | 7.2% | |
| Fidelity Investments | — | — | — | $13.0M | 6.5% | |
| Fidelity Investments | — | — | — | $10.8M | 5.4% | |
| Fidelity Investments | — | — | — | $10.7M | 5.4% | |
| JPMorgan Chase | — | — | — | $8.8M | 4.4% | |
| Fidelity Investments | — | — | — | $8.3M | 4.2% | |
| Fidelity Investments | — | — | — | $7.1M | 3.6% | |
| Dodge & Cox | — | — | — | $5.5M | 2.8% | |
| Participant Loans | — | — | — | $5.2M | 2.6% | |
| Fidelity Investments | — | — | — | $4.8M | 2.4% | |
| MFS Investment Management | — | — | — | $4.4M | 2.2% | |
| Invesco | — | — | — | $4.4M | 2.2% | |
| Fidelity Investments | — | — | — | $3.7M | 1.8% | |
| Fidelity Investments | — | — | — | $3.5M | 1.7% | |
| BlackRock Investments | — | — | — | $3.1M | 1.5% | |
| American Century Investments | — | — | — | $3.1M | 1.5% | |
| Fidelity Investments | — | — | — | $2.6M | 1.3% | |
| American Funds | — | — | — | $2.3M | 1.1% | |
| Fidelity Investments | — | — | — | $2.0M | 1.0% | |
| John Hancock Investments | — | — | — | $2.0M | 1.0% | |
| Fidelity Investments | — | — | — | $1.9M | 1.0% | |
| Fidelity Investments | — | — | — | $1.8M | 0.9% | |
| American Funds | — | — | — | $1.2M | 0.6% | |
| Fidelity Investments | — | — | — | $798K | 0.4% | |
| Hartford Funds | — | — | — | $472K | 0.2% | |
| The Vanguard Group | — | — | — | $30K | <0.1% | |
| Fidelity Investments | — | — | — | $7K | <0.1% |
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