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Original filing (PDF)20251015165946NAL0005196929001
ECG TOPCO HOLDINGS, LLC
Form 5500
FILING_RECEIVED
ECG PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
336
Accounts w/ balance
599
Plan assets (EOY)
$138.9M
Net assets (EOY)
$138.9M
How this plan invests
This plan
19 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund Admiral Shares" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECG TOPCO HOLDINGS, LLC.
Plan sponsor
Name
ECG TOPCO HOLDINGS, LLC
EIN
47-2260945
Address
11455 EL CAMINO REAL · SUITE 360 · SAN DIEGO, CA · 92130
Phone
(206) 689-2200
Industry
Professional & Technical 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $45K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
Investments
19 direct securities· $138.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $40.4M | 29.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $18.7M | 13.5% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $11.1M | 8.0% | |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | — | — | — | $10.5M | 7.6% | |
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $9.6M | 6.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $7.8M | 5.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $6.4M | 4.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $5.4M | 3.9% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $4.3M | 3.1% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $3.6M | 2.6% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $3.5M | 2.5% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | — | — | — | $2.6M | 1.9% | |
| Vanguard Select Value Fund | — | — | — | $2.6M | 1.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $2.5M | 1.8% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $2.5M | 1.8% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $2.5M | 1.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $2.2M | 1.6% | |
| Vanguard Mid-Cap Growth Fund | — | — | — | $2.0M | 1.5% | |
| various dates through September 2054 | — | — | — | $583K | 0.4% |
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