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Original filing (PDF)20251015131437NAL0002465715001
EQUANS CONTRACTING SERVICES LLC
Form 5500
FILING_RECEIVED
EQUANS CONTRACTING SERVICES 401K PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
281
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUANS CONTRACTING SERVICES LLC.
Plan sponsor
Name
EQUANS CONTRACTING SERVICES LLC
EIN
37-1895028
Address
4165 AMBASSADOR DR · ALLENTOWN, NY · 18106
Phone
(610) 530-2600
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
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
MCCONNELL & JONES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD, CO | RECORDKEEPER | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $611 | — |
Investments
27 direct securities · 1 pooled fund· $31.1M(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
$28.8M
27 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH R6 | — | — | — | $3.6M | 11.6% | |
| Vanguard INSTITUTIONAL INDEX FUND | — | — | — | $3.6M | 11.6% | |
| Vanguard INSTL TRGT RETIREMENT 2040 INSTL | — | — | — | $3.4M | 10.8% | |
| Vanguard INSTL TRGT RETIREMENT 2030 INSTL | — | — | — | $3.1M | 9.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.4M | 7.6% | |
| American Funds PARNASSUS CORE EQUITY INSTL | — | — | — | $2.3M | 7.2% | |
| Vanguard INSTL TRGT RETIREMENT 2050 INSTL | — | — | — | $1.6M | 5.1% | |
| Vanguard MID CAP INDEX INS | — | — | — | $1.5M | 4.8% | |
| Vanguard SMALL CAP INDEX INSTL | — | — | — | $1.1M | 3.4% | |
| Vanguard INSTL TRGT RETIREMENT 2045 INSTL | — | — | — | $983K | 3.1% | |
| Vanguard TOTAL BOND MRKT IDX ADMIRAL | — | — | — | $939K | 3.0% | |
| Putnam Fid Trust Co. PUTNAM LARGE CAP VALUE R6 | — | — | — | $900K | 2.9% | |
| Dodge & Cox DODGE & COX INCOME FUND | — | — | — | $883K | 2.8% | |
| Vanguard INSTL TRGT RETIREMENT 2060 INSTL | — | — | — | $739K | 2.4% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $731K | 2.3% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $730K | 2.3% | |
| Vanguard INSTL TRGT RETIREMENT 2035 INSTL | — | — | — | $713K | 2.3% | |
| Vanguard INSTL TRGT RETIREMENT 2025 INSTL | — | — | — | $598K | 1.9% | |
| Vanguard REAL ESTATE INDEX INSTITUTIONAL | — | — | — | $294K | 0.9% | |
| Vanguard FTSE SOCIAL INDEX ADMIRAL | — | — | — | $254K | 0.8% | |
| Vanguard INSTLTRGT RETIREMENT 2020 INSTL | — | — | — | $194K | 0.6% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $188K | 0.6% | |
| Vanguard INSTL TRGT RETIREMENT 2055 INST | — | — | — | $164K | 0.5% | |
| Vanguard INSTL TRGT RETIREMENT 2065 INSTL | — | — | — | $147K | 0.5% | |
| Neuberger Berman NEUBERGER BERMAN GENESIS R6 | — | — | — | $98K | 0.3% | |
| Vanguard SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $52K | 0.2% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRAL | — | — | — | $21K | <0.1% | |
| Vanguard TARGET RETIREMENT INCOME INV | — | — | — | $5K | <0.1% |