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Original filing (PDF)20251007131824NAL0007969136001
ESCALENT, INC.
Form 5500
FILING_RECEIVED
ESCALENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
633
Accounts w/ balance
870
Plan assets (EOY)
$80.6M
Net assets (EOY)
$80.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 ESCALENT, INC..
Plan sponsor
Name
ESCALENT, INC.
EIN
38-2882316
Address
17430 COLLEGE PKWY · LIVONIA, MI · 48152
Phone
(443) 864-9493
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
Investments
27 direct securities · 2 pooled funds· $80.6M(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
$75.1M
27 holdings
Common Collective Trust
$5.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2040 | — | — | — | $10.4M | 12.9% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $10.0M | 12.4% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $8.8M | 10.9% | |
| Fidelity 500 Index Fund | — | — | — | $8.3M | 10.2% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $7.8M | 9.7% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $5.0M | 6.2% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $4.1M | 5.1% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $4.0M | 5.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.2M | 3.9% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.9% | |
| Fidelity International Index | — | — | — | $2.0M | 2.5% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $2.0M | 2.4% | |
| Voya Intermediate Bond Fund | — | — | — | $1.9M | 2.3% | |
| Fidelity Mid Cap Index | — | — | — | $1.6M | 2.0% | |
| Fidelity Small Cap Fund | — | — | — | $1.3M | 1.6% | |
| Vanguard Equity-Income Fund Admiral Shared | — | — | — | $1.1M | 1.4% | |
| Vanguard Target Retirement Income Institutional | — | — | — | $1.1M | 1.4% | |
| Various Self-directed brokerage account | — | — | — | $813K | 1.0% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $773K | 1.0% | |
| American Funds Europacific Growth Fund | — | — | — | $625K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $610K | 0.8% | |
| Principal Midcap Fund | — | — | — | $541K | 0.7% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $539K | 0.7% | |
| Empower Trust Company, LLC DFA Real Estate Securities Fund | — | — | — | $470K | 0.6% | |
| Conestoga Small Cap Institutional | — | — | — | $418K | 0.5% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $266K | 0.3% | |
| JPMorgan Global Bond Opportunities Fund | — | — | — | $263K | 0.3% | |
| Allspring Special Small Cap Value Fund | — | — | — | $243K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $107K | 0.1% |
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