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Original filing (PDF)20251014064938NAL0002229777001
EBW ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
EBW ELECTRONICS, INC. 401K PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
144
Accounts w/ balance
280
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBW ELECTRONICS, INC..
Plan sponsor
Name
EBW ELECTRONICS, INC.
EIN
38-3071750
Address
13110 RANSOM ST · HOLLAND, MI · 494248715
Phone
(616) 786-0575
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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER HOLTZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY- PLAN | $10K | — |
Investments
23 direct securities · 1 pooled fund· $9.1M(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
$8.8M
23 holdings
Common Collective Trust
$208K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Instl Mutual Funds | — | — | — | $1.1M | 13.3% | |
| ClearBridge Large Cap Growth A Mutual Funds | — | — | — | $894K | 10.6% | |
| MFS Value A Mutual Funds | — | — | — | $805K | 9.5% | |
| iShares MSCI EAFE International Index K Mutual Funds | — | — | — | $713K | 8.4% | |
| Delaware Diversified Inc A | — | — | — | $527K | 6.2% | |
| MFS Intl Gr A | — | — | — | $517K | 6.1% | |
| Baird Aggregate Bond Institutional Mutual Funds | — | — | — | $458K | 5.4% | |
| Columbia Contrarian Core A Mutual Funds | — | — | — | $455K | 5.4% | |
| BlackRock Inflation Protected Bond A Mutual Funds | — | — | — | $366K | 4.3% | |
| Columbia Mid Cap Index Mutual Funds | — | — | — | $326K | 3.9% | |
| Macquarie Emerging Markets A Mutual Funds | — | — | — | $304K | 3.6% | |
| Delaware Emerging Mkts A | — | — | — | $304K | 3.6% | |
| Janus Henderson Enterprise A Mutual Funds | — | — | — | $235K | 2.8% | |
| Victory Sycamore Small Comp Opp A Mutual Funds | — | — | — | $233K | 2.8% | |
| Janus Henderson Triton A Mutual Funds | — | — | — | $228K | 2.7% | |
| Victory Sycamore Established Value A Mutual Funds | — | — | — | $217K | 2.6% | |
| BlackRock High Yield Bond A Mutual Funds | — | — | — | $208K | 2.5% | |
| Collective Trust Fund | — | — | — | $208K | 2.5% | |
| GALLIARD STABLE RETURN L GALLIARD · EIN 80-6183992 / PN 001 | Common Collective Trust | — | — | $208K | 2.5% | |
| iShares Russell 2000 Small Cap Index K Mutual Funds | — | — | — | $202K | 2.4% | |
| Neuberger Berman Real Estate Mutual Funds | — | — | — | $172K | 2.0% | |
| BlackRock Strategic Global Bond A Mutual Funds | — | — | — | $125K | 1.5% | |
| Transamerica Stable Value Fund Stable Value Fund ** 13 Participant Loans 4.25% to 9.50% Interest | — | — | — | $110K | 1.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $110K | 1.3% |
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