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Original filing (PDF)20251007104024NAL0007959392001
ELLINGSON DRAINAGE, INC.
Form 5500
FILING_RECEIVED
ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
315
Accounts w/ balance
358
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLINGSON DRAINAGE, INC..
Plan sponsor
Name
ELLINGSON DRAINAGE, INC.
EIN
41-1351561
Address
56113 STATE HIGHWAY 56 · PO BOX 68 · WEST CONCORD, MN · 559856066
Phone
(888) 527-2294
Industry
Constructionsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMIN | $0 | — |
Investments
36 direct securities · 1 pooled fund· $50.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.1M
36 holdings
Pooled Separate Account
$24.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24.8M | 95.1% | |
| Voya Index Solution 2050 P Z Pooled Separate Account | — | — | — | $3.2M | 12.4% | |
| Voya Index Solution 2035 P Z Pooled Separate Account | — | — | — | $2.9M | 11.1% | |
| Voya Index Solution 2055 P Z Pooled Separate Account | — | — | — | $2.8M | 10.7% | |
| Voya Index Solution 2060 P Z Pooled Separate Account | — | — | — | $2.7M | 10.2% | |
| Voya Index Solution 2045 P Z Pooled Separate Account | — | — | — | $2.4M | 9.0% | |
| Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account | — | — | — | $2.0M | 7.6% | |
| Voya Index Solution 2040 P Z Pooled Separate Account | — | — | — | $1.2M | 4.8% | |
| Voya Index Solution 2030 P Z Pooled Separate Account | — | — | — | $1.1M | 4.2% | |
| Voya Index Solution 2025 P Z Pooled Separate Account | — | — | — | $1.0M | 3.9% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $963K | 3.7% | |
| American Funds AMCAP Fund R6 Pooled Separate Account | — | — | — | $959K | 3.7% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | — | — | — | $847K | 3.2% | |
| Voya Index Solution 2065 P Z Pooled Separate Account | — | — | — | $777K | 3.0% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $395K | 1.5% | |
| DFA US Targeted Vl Port Ins Pooled Separate Account | — | — | — | $306K | 1.2% | |
| MFS Value Fund R6 Pooled Separate Account | — | — | — | $292K | 1.1% | |
| Participant loans Interest Rates from 5.25% to 10.50% | — | — | — | $285K | 1.1% | |
| Voya Index Solution Inc P Z Pooled Separate Account | — | — | — | $269K | 1.0% | |
| American Funds Fdmntl Inv R6 Pooled Separate Account | — | — | — | $258K | 1.0% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Account | — | — | — | $235K | 0.9% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $192K | 0.7% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account | — | — | — | $187K | 0.7% | |
| ClrBrg SmCp Grw Fd IS Pooled Separate Account | — | — | — | $148K | 0.6% | |
| American Funds EuroPacific R6 Pooled Separate Account | — | — | — | $134K | 0.5% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $82K | 0.3% | |
| Vangrd LifeStrat Grw Fd Inv Pooled Separate Account | — | — | — | $77K | 0.3% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $68K | 0.3% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | — | — | — | $49K | 0.2% | |
| AB Global Bond Fund Z Pooled Separate Account | — | — | — | $45K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Pooled Separate Account | — | — | — | $37K | 0.1% | |
| Columbia Sel Mid Cap Value I3 Pooled Separate Account | — | — | — | $33K | 0.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | — | — | — | $28K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | — | — | — | $28K | 0.1% | |
| PGIM High Yield Fund R6 Pooled Separate Account | — | — | — | $21K | <0.1% | |
| American Funds Cap Inc Bld R6 Pooled Separate Account | — | — | — | $8K | <0.1% | |
| Vangrd LifeStrat Cns Gr Fd Inv Pooled Separate Account | — | — | — | $6K | <0.1% |