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Original filing (PDF)20250717144602NAL0000696640001
ECMC GROUP, INC.
Form 5500
FILING_RECEIVED
ECMC GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
419
Accounts w/ balance
1,061
Plan assets (EOY)
$190.2M
Net assets (EOY)
$190.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Legal & General S&P 500 DC Collective Trust Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECMC GROUP, INC..
Plan sponsor
Name
ECMC GROUP, INC.
EIN
41-1991995
Address
111 S WASHINGTON AVENUE SUITE 1400 · MINNEAPPOLIS, MN · 55401
Phone
(651) 325-3371
Industry
Educational Servicessee 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
2025-07-17
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
OLSEN THIELEN & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $65K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $44K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
24 direct securities · 4 pooled funds· $186.3M(98% 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
$99.8M
23 holdings
Common Collective Trust
$72.1M
4 holdings
Mutual Funds
$14.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $53.9M | 28.3% | |
| Vanguard Total Bond Market Index Inst Mutual Fund | Mutual Funds | — | — | $14.4M | 7.6% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $12.3M | 6.5% | |
| LEGAL & GENERAL ACWI EX US DC RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $11.0M | 5.8% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $10.8M | 5.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $10.6M | 5.6% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $10.3M | 5.4% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $8.2M | 4.3% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $7.8M | 4.1% | |
| Vanguard Retirement Savings Trust Collective Trust Fund | — | — | — | $7.5M | 3.9% | |
| LEGAL & GENERAL RUSSELL DC 2000 RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 007 | Common Collective Trust | — | — | $7.2M | 3.8% | |
| Eaton Vance Atlanta Capital Smid-cap I Mutual Fund | — | — | — | $4.6M | 2.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $4.4M | 2.3% | |
| Dodge & Cox International Stock X Mutual Fund | — | — | — | $4.0M | 2.1% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $3.2M | 1.7% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $2.6M | 1.4% | |
| WCM Focused Global Growth Institutional Mutual Fund | — | — | — | $2.2M | 1.1% | |
| Self Directed Brokerage Accounts * Empower SDB | — | — | — | $1.9M | 1.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Vanguard Federal Money Market Inv Mutual Fund | — | — | — | $1.7M | 0.9% | |
| Boston Partners Global Equity Instl Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $1.5M | 0.8% | |
| JHancock International Growth R6 Mutual Fund | — | — | — | $1.1M | 0.6% | |
| T. Rowe Price International Discovery I Mutual Fund | — | — | — | $866K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $528K | 0.3% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund | — | — | — | $230K | 0.1% | |
| Empower SDB Roth | — | — | — | $107K | <0.1% | |
| JACKSON SQUARE SMID-CAP GROWTH CIT SEI · EIN 83-1514937 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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