How big is EGAN Company's plan?

EGAN Company's plan reported $71.0M in assets and 278 participants for 2024.

Original filing (PDF)20250806093403NAL0002813779001

EGAN Company

Name: EGAN Company — EGAN Company 401(k) and Profit, Form 5500 (2024)
Creator: EGAN Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EGAN Company 401(k) and Profit Sharing Plan

401(k) retirement plan · EGAN Company's EGAN Company 401(k) and Profit Sharing Plan held $71.0M in plan assets for 278 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

278

Accounts w/ balance

371

Plan assets (EOY)

$71.0M

Net assets (EOY)

$71.0M

People on this filing

Chris Keller signed EGAN Company's 2024 Form 5500 as plan administrator.

Chris Keller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EGAN Company's EIN is 41-1570195.

EIN 41-1570195

Plan number 002

Plan year 2024

ACK ID 20250806093403NAL0002813779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EGAN Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EGAN Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EGAN COMPANY.

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How this plan invests

This plan

2 pooled trusts

Schedule D

23 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

EGAN COMPANY

EIN

all filings

Address

11611 BUSINESS PARK BLVD N 11611 BU · CHAMPLIN, MN · 55316

Phone

(763) 390-8933

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

23 direct securities · 2 pooled funds· $67.1M(94% 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.

Other securities

$27.1M

13 holdings

Mutual Funds

$24.3M

8 holdings

Common Collective Trusts

$12.4M

1 holding

Common Collective Trust

$1.8M

1 holding

Agency / Mortgage-Backed

$1.5M

1 holding

Pooled Separate Account

$9K

1 holding

					% of plan
VANGUARD 500 INDEX ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$12.4M	17.4%
VANGUARD PRIMECAP FUND - ADMIRAL Mutual Fund	Mutual Funds	—	—	$7.2M	10.1%
VANGUARD MID CAP INDEX INS Mutual Fund	Mutual Funds	—	—	$4.7M	6.6%
DODGE & COX BALANCED - I Mutual Fund	Mutual Funds	—	—	$4.2M	5.9%
BLACKROCK LIFEPATH INDEX 2050 K Mutual Fund	Other securities	—	—	$3.9M	5.5%
VANGUARD EQUITY-INCOME ADM Mutual Fund	Mutual Funds	—	—	$3.6M	5.0%
BLACKROCK LIFEPATH INDEX 2040 K Mutual Fund	Other securities	—	—	$3.3M	4.6%
BLACKROCK LIFEPATH INDEX 2055 K Mutual Fund	Other securities	—	—	$3.1M	4.4%
T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund	Other securities	—	—	$3.0M	4.2%
BLACKROCK LIFEPATH INDEX 2045 K Mutual Fund	Other securities	—	—	$2.8M	4.0%
ARTISAN GLOBAL OPPORTUNITIES INV Mutual Fund	Other securities	—	—	$2.6M	3.7%
GOLDMAN SACHS INTL EQUITY INSIGHTS I Mutual Fund	Other securities	—	—	$2.5M	3.6%
BLACKROCK LIFEPATH INDEX 2035 K Mutual Fund	Other securities	—	—	$2.2M	3.0%
FIDELITY LARGE CAP GROWTH INDEX Mutual Fund	Mutual Funds	—	—	$2.1M	3.0%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.8M	2.5%
VANGUARD GNMA ADM Mutual Fund	Agency / Mortgage-Backed	—	—	$1.5M	2.1%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$1.3M	1.8%
BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual Fund	Other securities	—	—	$1.1M	1.6%
BLACKROCK LIFEPATH INDEX 2030 K Mutual Fund	Other securities	—	—	$801K	1.1%
PGIM TOTAL RETURN BOND R6 Mutual Fund	Other securities	—	—	$795K	1.1%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$791K	1.1%
BLACKROCK LIFEPATH INDEX 2060 K Mutual Fund	Other securities	—	—	$787K	1.1%
VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$441K	0.6%
BLACKROCK LIFEPATH INDEX 2065 K Mutual Fund	Other securities	—	—	$253K	0.4%
CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299	Pooled Separate Account	—	—	$9K	<0.1%