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Original filing (PDF)20250825144359NAL0007948881001
ELECTRO MANAGEMENT CORPORATION
Form 5500
FILING_RECEIVED
ELECTRO MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
178
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRO MANAGEMENT CORPORATION.
Plan sponsor
Name
ELECTRO MANAGEMENT CORPORATION
EIN
42-1197181
Address
4240 ARMY POST ROAD · DES MOINES, IA · 503219609
Phone
(515) 262-8161
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DENMAN CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
Investments
19 direct securities · 14 pooled funds· $43.7M(100% 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
$23.2M
18 holdings
Common Collective Trust
$18.5M
10 holdings
Pooled Separate Account
$1.5M
4 holdings
Mutual Funds
$469K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Growth Stock I Fund | — | — | — | $5.0M | 15.0% | |
| SEI Trust Company US Aggreg Bond Index | — | — | — | $4.2M | 12.6% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $4.2M | 12.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.6M | 10.9% | |
| SEI Trust Company Intl Equity Index | — | — | — | $2.7M | 8.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.5% | |
| Vanguard Group Balanced Index Adm Fund | — | — | — | $2.2M | 6.6% | |
| SEI Trust Company S&P 500 Index | — | — | — | $2.0M | 6.1% | |
| T. Rowe Price Funds Mid-Cap Growth I Fund | — | — | — | $1.6M | 4.8% | |
| SEI Trust Company S&P 500 Index N | — | — | — | $1.6M | 4.8% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $995K | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $934K | 2.8% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $867K | 2.6% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $797K | 2.4% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $761K | 2.3% | |
| SEI Trust Company Russell 2000 I Fund | — | — | — | $719K | 2.2% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $719K | 2.2% | |
| Principal Life Insurance Company Mid Cap Value I | — | — | — | $629K | 1.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $629K | 1.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $483K | 1.4% | |
| S American Beacon Funds Small Cap Value Fund | Mutual Funds | — | — | $469K | 1.4% | |
| Vanguard Group Intermediate-Term Treasury Adm Fund | — | — | — | $416K | 1.2% | |
| Principal Life Insurance Company Small Cap Growth I | — | — | — | $354K | 1.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $354K | 1.1% | |
| PIMCO Funds Total Return Instl Fund | — | — | — | $297K | 0.9% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $267K | 0.8% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $246K | 0.7% | |
| Principal Life Insurance Company Global Markets SA-Z | — | — | — | $75K | 0.2% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $75K | 0.2% | |
| (E) | — | — | $75K | $51K | 0.2% | |
| Vanguard Group Total Intl Stock Index Admiral Fund | — | — | — | $51K | 0.2% |
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