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Original filing (PDF)20251003144817NAL0000921379001
ESSENTIAL BRANDS, INC.
Form 5500
FILING_RECEIVED
ESSENTIAL BRANDS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
160
Accounts w/ balance
146
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
28 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSENTIAL BRANDS, INC..
Plan sponsor
Name
ESSENTIAL BRANDS, INC.
EIN
52-1938283
Address
3415 BOX HILL CORPORATE CNTR DR · ABINGDON, MD · 21009
Phone
(410) 515-0788
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KATZABOSCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | — | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPTON FINANCIAL GROUP | — | — | INVESTMENT ADVISOR | $48K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED OAK RETIREMENT | — | — | CONTRACT TPA | $900 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | — | INVESTMENT MGMT | — | — |
| ASCENSUS, LLC | — | — | — | $0 | — |
Investments
28 direct securities· $15.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $2.6M | 17.2% | |
| American Funds Growth Fund of Amer R6 | — | — | — | $1.9M | 12.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.6M | 10.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 9.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 7.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $951K | 6.2% | |
| Vanguard Equity Income Adm | — | — | — | $709K | 4.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $619K | 4.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $586K | 3.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $473K | 3.1% | |
| Invesco International Equity R6 | — | — | — | $446K | 2.9% | |
| Vanguard Developed Markets Index Adm | — | — | — | $422K | 2.8% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $381K | 2.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $309K | 2.0% | |
| Vanguard Total International Bond Index Adm | — | — | — | $236K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $236K | 1.5% | |
| Vanguard Small-Cap Index Adm | — | — | — | $222K | 1.5% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Allocation I | — | — | — | $177K | 1.2% | |
| Vanguard Short-Term Treasury Index Adm | — | — | — | $155K | 1.0% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $149K | 1.0% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $139K | 0.9% | |
| Vanguard High Yield Corp Adm | — | — | — | $138K | 0.9% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Allocation I | — | — | — | $84K | 0.6% | |
| Vanguard Total International Stock Index Adm | — | — | — | $61K | 0.4% | |
| Vanguard Cash Reserves Federal MM Adm | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 578 * Participant Loans Interest at 8.75% - 9.50% -0- | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $18K | 0.1% | |
| T. Rowe Price T. Rowe Price Spectrum Cons Allocation I | — | — | — | $3K | <0.1% |
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