Anthony M. Ward ESQ. signed ECG's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ECG's EIN is 42-1735029.
Download the official 2024 Form 5500 (PDF) for ECG from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ECG's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS PARTNERS LLC | 22-1820890 | MINE HILL, NJ | ADVISOR | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690 | Common Collective Trust | — | — | $3.7M | 19.2% | |
| BlackRock Lifepath Index 2030 Fund | Other securities | — | — | $3.3M | 17.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 14.2% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $867K | 4.5% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $735K | 3.8% | |
| BlackRock Lifepath Index 2040 Fund | Other securities | — | — | $692K | 3.6% | |
| BlackRock Lifepath Index 2035 Fund | Other securities | — | — | $662K | 3.4% | |
| BlackRock Lifepath Index 2055 Fund | Other securities | — | — | $601K | 3.1% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $544K | 2.8% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $512K | 2.7% | |
| BlackRock Lifepath Index Retirement Fund | Other securities | — | — | $500K | 2.6% | |
| BlackRock Lifepath Index 2045 Fund | Other securities | — | — | $493K | 2.6% | |
| maturing through September 2029 | Other securities | — | — | $416K | 2.2% | |
| BlackRock Lifepath Index 2050 Fund | Other securities | — | — | $399K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $397K | 2.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $335K | 1.7% | |
| MFS International Growth Fund | Mutual Funds | — | — | $315K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $258K | 1.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $213K | 1.1% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $154K | 0.8% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $151K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $140K | 0.7% | |
| BlackRock Inflation Protected Bond Portfolio | Other securities | — | — | $136K | 0.7% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $125K | 0.7% | |
| BlackRock Lifepath Index 2060 Fund | Other securities | — | — | $120K | 0.6% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $104K | 0.5% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $103K | 0.5% | |
| PGIM High-Yield Fund | Other securities | — | — | $83K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $80K | 0.4% | |
| BlackRock Lifepath Index 2065 Fund | Other securities | — | — | $76K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $65K | 0.3% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $41K | 0.2% | |
| Lord Abbett Developing Growth Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
