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Original filing (PDF)20250806093403NAL0002813779001
EGAN COMPANY
Form 5500
FILING_RECEIVED
EGAN COMPANY 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
278
Accounts w/ balance
371
Plan assets (EOY)
$71.0M
Net assets (EOY)
$71.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 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 EGAN COMPANY.
Plan sponsor
Name
EGAN COMPANY
EIN
41-1570195
Address
11611 BUSINESS PARK BLVD N 11611 BU · CHAMPLIN, MN · 55316
Phone
(763) 390-8933
Industry
Electrical Contractors· Constructionsee all
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)
Audit & trust (Schedule H)
Auditor
BOYUM & BARENSCHEER PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $51K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | OTHER | $5K | — |
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.
Uncategorized
$65.3M
23 holdings
Common Collective Trust
$1.8M
1 holding
Pooled Separate Account
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $12.4M | 17.4% | |
| VANGUARD PRIMECAP FUND - ADMIRAL Mutual Fund | — | — | — | $7.2M | 10.1% | |
| VANGUARD MID CAP INDEX INS Mutual Fund | — | — | — | $4.7M | 6.6% | |
| DODGE & COX BALANCED - I Mutual Fund | — | — | — | $4.2M | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2050 K Mutual Fund | — | — | — | $3.9M | 5.5% | |
| VANGUARD EQUITY-INCOME ADM Mutual Fund | — | — | — | $3.6M | 5.0% | |
| BLACKROCK LIFEPATH INDEX 2040 K Mutual Fund | — | — | — | $3.3M | 4.6% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual Fund | — | — | — | $3.1M | 4.4% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund | — | — | — | $3.0M | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual Fund | — | — | — | $2.8M | 4.0% | |
| ARTISAN GLOBAL OPPORTUNITIES INV Mutual Fund | — | — | — | $2.6M | 3.7% | |
| GOLDMAN SACHS INTL EQUITY INSIGHTS I Mutual Fund | — | — | — | $2.5M | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual Fund | — | — | — | $2.2M | 3.0% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund | — | — | — | $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 | — | — | — | $1.5M | 2.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund | — | — | — | $1.3M | 1.8% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual Fund | — | — | — | $1.1M | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2030 K Mutual Fund | — | — | — | $801K | 1.1% | |
| PGIM TOTAL RETURN BOND R6 Mutual Fund | — | — | — | $795K | 1.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund | — | — | — | $791K | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual Fund | — | — | — | $787K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund | — | — | — | $441K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual Fund | — | — | — | $253K | 0.4% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $9K | <0.1% |
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