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Original filing (PDF)20251013150138NAL0002250832001
ELEMENTAL SCIENTIFIC, INC.
Form 5500
FILING_RECEIVED
ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
92% in single holding
Active participants
203
Accounts w/ balance
241
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
1 pooled trust
Schedule D
3 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Other" is 92% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENTAL SCIENTIFIC, INC..
Plan sponsor
Name
ELEMENTAL SCIENTIFIC, INC.
EIN
39-1933901
Address
7277 WORLD COMMUNICATIONS DRIVE · OMAHA, NE · 68122
Phone
(402) 991-7800
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ AND COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SRVCS | — | IRVINE, CA | RECORDKEEPER | $600 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $69K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ADMINISTRATORS, LLC | — | OMAHA, NE | THIRD PARTY ADMINISTRATO | $4K | — |
Investments
3 direct securities · 1 pooled fund· $3.7M(16% 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.
Common Collective Trust
$1.8M
1 holding
OTHER
$1.7M
1 holding
Uncategorized
$155K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAP PRESERVATN R6 FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.2% | |
| Other | OTHER | — | $1.7M | $1.7M | 7.5% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $78K | $78K | 0.4% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $77K | $77K | 0.3% |
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