Original filing (PDF)20251015114711NAL0002239811001

ELECTRICAL GENERAL CORPORATION

Name: ELECTRICAL GENERAL CORPORATION — ELECTRICAL GENERAL CORPORATION 401 (K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ELECTRICAL GENERAL CORPORATION

Form 5500

FILING_RECEIVED

ELECTRICAL GENERAL CORPORATION 401 (K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

26% in single holding

Active participants

Accounts w/ balance

223

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

How this plan invests

This plan

12 pooled trusts

Schedule D

12 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: INVESCO SMALL CAP GROWTH INV OPT (extraction pending)]" is 26% of plan.
66 bps in Schedule C fees — modestly above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRICAL GENERAL CORPORATION.

Plan sponsor

Name

ELECTRICAL GENERAL CORPORATION

EIN

52-0739834

Address

9070A JUNCTION DR · ANNAPOLIS JUNCTION, MD · 207011117

Phone

(301) 725-5700

Industry

Electrical Contractors· 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

2025-10-15

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

JONES, MARESCA & MCELWANEY PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORD KEEPER	$23K	—

Investments

12 pooled funds· $2.6M(74% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
INVESCO SMALL CAP GR INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 390	Pooled Separate Account	—	—	$690K	19.5%
STATE STREET S& P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102	Pooled Separate Account	—	—	$377K	10.6%
WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168	Pooled Separate Account	—	—	$363K	10.2%
FIDELITY VIP II CONTRAFUND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 192	Pooled Separate Account	—	—	$265K	7.5%
AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100	Pooled Separate Account	—	—	$187K	5.3%
MFS GR WITH INC INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 184	Pooled Separate Account	—	—	$165K	4.6%
NEUBERGER BERMAN FOCUS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 396	Pooled Separate Account	—	—	$135K	3.8%
WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101	Pooled Separate Account	—	—	$113K	3.2%
JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199	Pooled Separate Account	—	—	$103K	2.9%
TRANSAMERICA HI YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103	Pooled Separate Account	—	—	$96K	2.7%
TRANSAMERICA PTNR INTL EQ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 389	Pooled Separate Account	—	—	$62K	1.7%
FRANKLIN SMALL MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197	Pooled Separate Account	—	—	$61K	1.7%