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Original filing (PDF)20251015171604NAL0007020368001
EMERGING ACQUISITIONS LLC
Form 5500
FILING_RECEIVED
BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
223
Accounts w/ balance
214
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly 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 EMERGING ACQUISITIONS LLC.
Plan sponsor
Name
EMERGING ACQUISITIONS LLC
DBA
BULK HANDLING SYSTEMS
EIN
37-1415176
Address
3592 WEST 5TH AVENUE · EUGENE, OR · 97402
Phone
(541) 485-0999
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
2A · Age/service weighted or new comparability
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)
2X · Other multiple-employer DC plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JONES & ROTH, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| TPG FINANCIAL ADVISORS | 20-5282002 | — | CONTRACT ADMINISTRATOR | $26K | — |
| PRIME PENSIONS NORTHWEST, LLC | 87-3599091 | — | TPA | $0 | — |
Investments
11 direct securities · 18 pooled funds· $15.8M(100% 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.
Pooled Separate Account
$11.1M
18 holdings
Uncategorized
$4.6M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.9M | 12.6% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.3M | 8.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.2M | 8.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 7.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.1M | 7.1% | |
| JP Morgan Large Cap Growth | — | — | — | $1.1M | 7.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.0M | 6.7% | |
| JP Morgan Mid Cap Growth | — | — | — | $674K | 4.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $660K | 4.4% | |
| PIMCO Income Institutional Fund | — | — | — | $538K | 3.6% | |
| Putnam Large Cap Value | — | — | — | $504K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $497K | 3.3% | |
| Principal Diversified Int'l Sep | — | — | — | $495K | 3.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $495K | 3.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $480K | 3.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $408K | 2.7% | |
| Fidelity Advisor Govt Income | — | — | — | $326K | 2.2% | |
| DFA International Small Company I Fund | — | — | — | $313K | 2.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $260K | 1.7% | |
| Principal Life Insurance Company | — | — | — | $255K | 1.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $216K | 1.4% | |
| PRIN SMCAP SEP ACCT - Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $193K | 1.3% | |
| Principal SmallCap Sep | — | — | — | $193K | 1.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $169K | 1.1% | |
| Franklin Sm Cap Growth | — | — | — | $146K | 1.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $135K | 0.9% | |
| Participant loans | — | — | — | $134K | 0.9% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $16K | 0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
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