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Original filing (PDF)20251009115802NAL0003884451001
EKC ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
EKC ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
394
Accounts w/ balance
257
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "s TRUST FUND TRUST FUND" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EKC ENTERPRISES, INC..
Plan sponsor
Name
EKC ENTERPRISES, INC.
EIN
45-4434673
Address
4658 E. WEATHERMAKER · FRESNO, CA · 93703
Phone
(559) 438-0330
Industry
Constructionsee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | NONE | $0 | — |
Investments
1 direct security · 11 pooled funds· $7.9M(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.
Mutual Funds
$4.2M
1 holding
Common Collective Trust
$3.7M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRUST FUND TRUST FUND | Mutual Funds | — | — | $4.2M | 100.0% | |
| MYCOMPASS IND MOD 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $1.7M | 40.3% | |
| MYCOMPASS IND MOD 2055 FD R WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.0M | 24.8% | |
| MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $591K | 14.0% | |
| MYCOMPASS IND MOD 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $242K | 5.7% | |
| MYCOMPASS IND MOD RET FD R WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $70K | 1.6% | |
| MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $43K | 1.0% | |
| MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $12K | 0.3% | |
| MYCOMPASS IND CNS 2045 F R WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYCOMPASS IND CNS 2035 F R WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYCOMPASS IND AGG RET FD R WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $777 | <0.1% |
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