Original filing (PDF)20251014115724NAL0002825681001

EMERGENCY TECHNOLOGY, INC.

Name: EMERGENCY TECHNOLOGY, INC. — EMERGENCY TECHNOLOGY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: EMERGENCY TECHNOLOGY, INC.

Form 5500

FILING_RECEIVED

EMERGENCY TECHNOLOGY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

401(k) retirement plan

Signals · 3

64% in single holding64% employer stockNo recordkeeper disclosed

Active participants

444

Accounts w/ balance

503

Plan assets (EOY)

$79.2M

Net assets (EOY)

$79.2M

How this plan invests

This plan

6 pooled trusts

Schedule D

151 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Company Common Stock * Emergency Technology, Inc. 272,381 shares of Company common stock" is 64% of plan.
64% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGENCY TECHNOLOGY, INC..

Plan sponsor

Name

EMERGENCY TECHNOLOGY, INC.

EIN

38-2739208

Address

3900 CENTRAL PKWY · HUDSONVILLE, MI · 494267884

Phone

(616) 662-6106

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2I · Stock bonus

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

2S · Automatic enrollment

2T · Default investment account (QDIA)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCKEFELLER CAPITAL MANAGEMENT	82-3226180	—	INVESTMENT ADVISORY	$36K	—
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$18K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$38K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRAIRIE CAPITAL ADVISORS	36-4072641	—	VALUATION SERVICES	$40K	—

Investments

143 direct securities · 6 pooled funds· $78.8M(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.

Uncategorized

$66.3M

137 holdings

Guaranteed Income / GIC

$7.0M

1 holding

Pooled Separate Account

$4.0M

6 holdings

Mutual Funds

$1.5M

1 holding

Corporate Bonds

$53K

2 holdings

Common Stocks

$37K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Company Common Stock * Emergency Technology, Inc. 272,381 shares of Company common stock	—	—	$2.6M	$49.6M	62.6%
* Principal Life Principal Guaranteed Option	Guaranteed Income / GIC	—	—	$7.0M	8.8%
Money Market Funds * Rockefeller Fimm Government Portfolio: Class I 4.38%	—	—	—	$6.3M	7.9%
PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$1.8M	2.3%
Interest-Bearing Cash Huntington Bank Interest-bearing cash	—	—	$1.6M	$1.6M	2.1%
and ETFs Fidelity LC Gr Index Fund	Mutual Funds	—	—	$1.5M	1.9%
Vanguard Windsor Admiral Fund	—	—	—	$1.3M	1.7%
Principal Life Large Cap S&P 500 Index SA	—	—	—	$748K	0.9%
PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$748K	0.9%
Invesco International Small-Mid Company R6	—	—	—	$704K	0.9%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	—	—	$697K	0.9%
American Funds New World R6	—	—	—	$696K	0.9%
PIMCO Income I2	—	—	—	$580K	0.7%
Invesco Small Cap Value R6	—	—	—	$417K	0.5%
JPMorgan Mid Cap Growth R6	—	—	—	$405K	0.5%
Dimensional US Vector Eq Prtf Inst	—	—	—	$376K	0.5%
PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$375K	0.5%
American Funds 2035 Target Date Retirement R6	—	—	—	$368K	0.5%
Principal Life Mid Cap S&P 400 Index SA	—	—	—	$363K	0.5%
PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$363K	0.5%
Dimensional US Sm Cap Group Instl	—	—	—	$343K	0.4%
Participant Loans Interest rates of 4.25% to 9.50% -	—	—	—	$214K	0.3%
American Funds 2030 Target Date Retirement R6	—	—	—	$108K	0.1%
American Funds 2045 Target Date Retirement R6	—	—	—	$97K	0.1%
American Funds 2025 Target Date Retirement R6	—	—	—	$85K	0.1%
(E)	—	—	—	$85K	0.1%
American Funds 2050 Target Date Retirement R6	—	—	—	$66K	<0.1%
Select Sector SPDR Trust Technology	—	—	$58K	$63K	<0.1%
Eaton Value Atlanta Cap SMID Cap Fund I	—	—	$61K	$62K	<0.1%
Ishares Russell 1000 Index Fund	—	—	$63K	$61K	<0.1%
Fidelity Term Bond Z	—	—	—	$59K	<0.1%
DFA U.S. Small Cap Growth Port Instl	—	—	$53K	$56K	<0.1%
Select Sector SPDR TR	—	—	$50K	$55K	<0.1%
Health Care Select Sector SPDR Fund	—	—	$56K	$52K	<0.1%
Bat Capital Corp Mtn Call Make Whole 2.25900% 03/25/2028	Corporate Bonds	—	$40K	$41K	<0.1%
Whole	—	—	$39K	$40K	<0.1%
Elevance Health Inc Note Call MAKE WHOLE 4.10100% 03/01/2028	—	—	$39K	$40K	<0.1%
Oracle Corp Note Call Make Whole 2.95000% 04/01/2030	—	—	$30K	$31K	<0.1%
Whole	—	—	$29K	$31K	<0.1%
Ares Capital Corp Note Call Make Whole 2.87500% 06/15/2027	—	—	$29K	$30K	<0.1%
Santander Holdings USA INC Note 2.49000% 01/06/2028 Call Make Whole	—	—	$29K	$30K	<0.1%
Whole	—	—	$30K	$30K	<0.1%
Discover Finl Svcs Ser Thereto NOTE 4.50000% 01/30/2026 Call Make Whole	—	—	$29K	$30K	<0.1%
JPMorgan Chase &Co Note Call Make Whole 2.00500% 03/13/2026	—	—	$29K	$30K	<0.1%
Jefferies Financial Group Inc NOTE 5.87500% 07/21/2028 Call Make Whole	—	—	$29K	$30K	<0.1%
Zimmer Biomet Holdings Inc Note 3.05% 01/15/2026	—	—	$29K	$30K	<0.1%
Stryker corporation note call Make Whole 1.15000% 06/15/2025	—	—	$29K	$30K	<0.1%
Consumer Discretionary Select Sector	—	—	$24K	$29K	<0.1%
VMWare LLC Note Call Make Whole 3.90000% 08/21/2027	—	—	$28K	$29K	<0.1%
Kilroy Rlty L P Note Call Make Whole 4.75000% 12/15/2028	—	—	$28K	$29K	<0.1%
Crown Castle Inc Note Call Make Whole 3.10000% 11/15/2029	—	—	$28K	$29K	<0.1%
T Mobile USA Inc Note 3.37500% 10/26/2027 Call Make Whole	—	—	$29K	$29K	<0.1%
Elect Sector Spdr Tr Communication	—	—	$25K	$29K	<0.1%
Wells Fargo &Co Mtn Call Make Whole 2.39300% 06/02/2028	—	—	$27K	$28K	<0.1%
Consumer Staples Select Sector Spdr Fund	—	—	$28K	$28K	<0.1%
Disney Walt Co Note Call Make Whole 1.75000% 01/13/2026	—	—	$26K	$27K	<0.1%
Amazon.com Inc Common Stock Fund	Common Stocks	—	$23K	$27K	<0.1%
Whole	—	—	$25K	$26K	<0.1%
Whole	—	—	$25K	$26K	<0.1%
Microsoft Corp Common Stock Fund	—	—	$22K	$23K	<0.1%
Whole	—	—	$23K	$23K	<0.1%
Rockefeller Fidelity Government Cash Reserves 4.19%	—	—	—	$22K	<0.1%
Brixmor Operating Prtshp LP Note 4.12500% 05/15/2029 Call Make Whole	—	—	$20K	$21K	<0.1%
Boeing Co Note Call Make Whole 3.25000% 02/01/2028	—	—	$20K	$21K	<0.1%
Citigroup Inc Note Call Make Whole 5.61000% 09/29/2026	—	—	$20K	$20K	<0.1%
MFS Corporate Bond R6	—	—	—	$19K	<0.1%
Apple Inc Common Stock Fund	—	—	$15K	$18K	<0.1%
Cvs Health Corp Note Call Make Whole 3.75000% 04/01/2030	—	—	$18K	$18K	<0.1%
BlackRock Global Bond Inst	—	—	—	$18K	<0.1%
Whole	—	—	$18K	$18K	<0.1%
Meta Platforms Inc Class A Common Stock Common Stock Fund	—	—	$15K	$18K	<0.1%
Nisource Inc Note Call Make Whole 0.95000% 08/15/2025	—	—	$17K	$18K	<0.1%
Nvidia Corporation Com Common Stock Fund	—	—	$12K	$15K	<0.1%
American Funds 2060 Target Date Retirement R6	—	—	—	$14K	<0.1%
IShares US Broker-Dealers & Securities	—	—	$11K	$14K	<0.1%
03/01/2026	—	—	$13K	$14K	<0.1%
Vanguard Infl-Prot Sec Adm	—	—	—	$13K	<0.1%
(E)	—	—	—	$13K	<0.1%
Ciena Corp Common Stock Fund	—	—	$8K	$13K	<0.1%
(E)	—	—	$19K	$12K	<0.1%
PGIM High Yield R6	—	—	—	$12K	<0.1%
American Funds 2055 Target Date Retirement R6	—	—	—	$12K	<0.1%
Crown Castle Inc Note Call Make Whole 1.35000% 07/15/2025	—	—	$11K	$12K	<0.1%
Arvell Technology Inc Com Common Stock Fund	—	—	$7K	$12K	<0.1%
(continued) Lazard LLC Note Call Make Whole 1.37500% 03/11/2029	Corporate Bonds	—	$11K	$12K	<0.1%
T Mobile Usa Inc Note 3.37500% 10/26/2027 Call Make Whole	—	—	$11K	$11K	<0.1%
Alphabet Inc Cap Stk Cl A Common Stock Fund	—	—	$9K	$11K	<0.1%
McDonalds Corp Mtn Call Make Whole 3.60000% 07/01/2030	—	—	$10K	$10K	<0.1%
Sony Group Corporation Spon Ads Each Common Stock Fund	—	—	$8K	$10K	<0.1%
Citigroup Inc Note Call Make Whole 5.61000% 09/29/2026	—	—	$10K	$10K	<0.1%
s (continued) Air Products and Chemicals Inc Common Stock Fund	Common Stocks	—	$10K	$10K	<0.1%
Mplx Lp Note Call Make Whole 1.75000% 03/01/2026	—	—	$9K	$10K	<0.1%
Erkshire Hathaway Inc Com USD Common Stock Fund	—	—	$9K	$10K	<0.1%
JPMorgan Chase &Co. Com Common Stock Fund	—	—	$7K	$9K	<0.1%
Intercontinental Exchange Inc Com Common Stock Fund	—	—	$8K	$9K	<0.1%
Honeywell International Inc Com USD Common Stock Fund	—	—	$8K	$8K	<0.1%
Cardinal Health Inc Com Npv Common Stock Fund	—	—	$7K	$8K	<0.1%
Capital One Finl Corp Note 5.24700% 07/26/2030	—	—	$8K	$8K	<0.1%
Discover Financial Services Common Stock Fund	—	—	$6K	$8K	<0.1%
Whole	—	—	$8K	$8K	<0.1%
American Funds 2065 Target Date Retirement R6	—	—	—	$7K	<0.1%
IShares Tr Expanded Tech	—	—	$7K	$7K	<0.1%
Zebra Technologies Corporation Cl A Common Stock Fund	—	—	$6K	$7K	<0.1%
McDonalds Corp Mtn Call Make Whole 3.30000% 07/01/2025	—	—	$7K	$7K	<0.1%
Humana Inc Common Stock Fund	—	—	$8K	$7K	<0.1%
Wabtec Com Common Stock Fund	—	—	$5K	$6K	<0.1%
TKO Group Holdings Inc Cl A Common Stock Fund	—	—	$4K	$6K	<0.1%
Cognizant Technology Solutions Corp Com Common Stock Fund	—	—	$5K	$5K	<0.1%
Reinsurance Grp of America Inc Com New Common Stock Fund	—	—	$5K	$5K	<0.1%
S&C Technologies Hldgs Inc Com Common Stock Fund	—	—	$5K	$5K	<0.1%
Electronic Arts Inc Common Stock Fund	—	—	$5K	$5K	<0.1%
Corteva Inc Com Common Stock Fund	—	—	$4K	$5K	<0.1%
Skechers USA Inc Common Stock Fund	—	—	$5K	$5K	<0.1%
Fidelity National Financial Fnf Group Common Stock Fund	—	—	$4K	$5K	<0.1%
Conocophillips Com Common Stock Fund	—	—	$5K	$4K	<0.1%
S&p Global Inc Com Common Stock Fund	—	—	$4K	$4K	<0.1%
Comcast Corp Common Stock Fund	—	—	$4K	$4K	<0.1%
Reddit Inc Cl A Common Stock Fund	—	—	$4K	$4K	<0.1%
Otis Worldwide Corp Com Common Stock Fund	—	—	$4K	$4K	<0.1%
Tenet Healthcare Corp Common Stock Fund	—	—	$4K	$4K	<0.1%
Hess Corporation Com USD1.00 Common Stock Fund	—	—	$4K	$4K	<0.1%
Unitedhealth Group Inc Common Stock Fund	—	—	$4K	$4K	<0.1%
Crown Castle Inc Com Common Stock Fund	—	—	$4K	$4K	<0.1%
Dun &Bradstreet Hldgs Inc Com Common Stock Fund	—	—	$3K	$3K	<0.1%
Uber Technologies Inc Com Common Stock Fund	—	—	$3K	$3K	<0.1%
Fortive Corp Com Common Stock Fund	—	—	$2K	$2K	<0.1%
Astera Labs Inc Com Common Stock Fund	—	—	$2K	$2K	<0.1%
Howmet Aerospace Inc Com Common Stock Fund	—	—	$2K	$2K	<0.1%
LVMH Moet Hennessy Louis Vuitton ADR Common Stock Fund	—	—	$2K	$2K	<0.1%
Nisource Inc Note Call Make Whole 0.95000% 08/15/2025	—	—	$2K	$2K	<0.1%
Brookfield Fin Inc Note Call Make Whole 4.35000% 04/15/2030	—	—	$2K	$2K	<0.1%
KKR &Co Inc Com Common Stock Fund	—	—	$2K	$2K	<0.1%
John Deere Capital Corporation SER H 3.35000% 04/18/2029 MTN	—	—	$2K	$2K	<0.1%
Visa Inc Common Stock Fund	—	—	$2K	$2K	<0.1%
Intuit Inc Common Stock Fund	—	—	$2K	$2K	<0.1%
Johnson Controls International Plc Com Common Stock Fund	—	—	$2K	$2K	<0.1%
Eli Lilly &Co Com Common Stock Fund	—	—	$2K	$2K	<0.1%
Micron Technology Inc Common Stock Fund	—	—	$2K	$2K	<0.1%
Alphabet Inc Cap Stk Cl C Common Stock Fund	—	—	$1K	$1K	<0.1%
Advanced Micro Devices Inc Common Stock Fund	—	—	$2K	$1K	<0.1%
Whole	—	—	$1K	$1K	<0.1%
Make Whole	—	—	$1K	$1K	<0.1%
Edison Intl Note Call Make Whole 5.75000% 06/15/2027	—	—	$1K	$1K	<0.1%
Sanofi Adr Rep 1 1/2 Ord Common Stock Fund 993	—	—	—	$1K	<0.1%
Bank New York Mellon Corp Mtn 4.54300% 02/01/2029	—	—	—	$1K	<0.1%
Enterprise Prods Oper LLC Note 5.05000% 01/10/2026 Call Make Whole	—	—	$1K	$1K	<0.1%
Wec Energy Group Inc Note Call Make Whole 5.00000% 09/27/2025 992	—	—	—	$1K	<0.1%
Morgan Stanley Mtn Call Make Whole 4,43100% 01/23/2030 998	—	—	—	$973	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$205	<0.1%