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Original filing (PDF)20251007193849NAL0005200993001
ELBITAMERICA, INC.
Form 5500
FILING_RECEIVED
EFW INC. CONSOLIDATED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
213
Accounts w/ balance
—
Plan assets (EOY)
$147.7M
Net assets (EOY)
$147.7M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Institutional Index Fund" is 30% of plan.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELBITAMERICA, INC..
Plan sponsor
Name
ELBITAMERICA, INC.
EIN
51-0345236
Address
4700 MARINE CREEK PARKWAY · FORT WORTH, TX · 76179
Phone
(817) 234-6600
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $66K | — |
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | NONE | $47K | — |
| WHITLEY PENN LLP | 75-2393478 | — | NONE | $42K | — |
| PRINCIPAL TRUST COMPANY | 42-1520346 | — | NONE | $26K | — |
Investments
13 direct securities· $147.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | $18.7M | $44.1M | 29.9% | |
| Loomis, Sayles & Company Loomis Investment Grade Fixed Income Fund Class I | — | — | $24.6M | $21.2M | 14.4% | |
| Harbor Core Bond Fund | — | — | $21.1M | $21.1M | 14.3% | |
| Vanguard Developed Markets Index Fund Admiral Class #127 | — | — | $18.7M | $18.4M | 12.4% | |
| Elbit Systems, Ltd. Elbit Systems, Ltd. | — | — | $1.7M | $10.0M | 6.8% | |
| DWS Group DWS RREEF Real Assets Fund Class Institutional | — | — | $5.4M | $6.1M | 4.1% | |
| Conestoga Small Cap Fund Class Institutional | — | — | $4.4M | $5.4M | 3.6% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund | — | — | $5.0M | $5.3M | 3.6% | |
| Blackrock Strategic Income Opportunities Portfolio Class K | — | — | $5.5M | $5.2M | 3.5% | |
| Brandywineglobal Global Opportunities Bond Fund Class IS | — | — | $6.1M | $4.8M | 3.2% | |
| GQG Partners Emerging Markets Equity Fund Class Institutional | — | — | $2.4M | $2.7M | 1.9% | |
| Pimco RAE Emerging Markets Fund Class Institutional | — | — | $2.5M | $2.7M | 1.8% | |
| Principal Government Money Market Fund | — | — | $747K | $747K | 0.5% |