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Original filing (PDF)20250924072325NAL0007798928001
ECMD, INC.
Form 5500
FILING_RECEIVED
ECMD, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
959
Accounts w/ balance
1,173
Plan assets (EOY)
$45.3M
Net assets (EOY)
$45.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECMD, INC..
Plan sponsor
Name
ECMD, INC.
EIN
56-1318735
Address
2 GRANDVIEW ST, PO BOX 130 · NORTH WILKESBORO, NC · 28659
Phone
(336) 667-5976
Industry
Wholesale Tradesee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $119K | — |
Investments
25 direct securities · 2 pooled funds· $45.4M(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.
Uncategorized
$35.7M
24 holdings
Common Collective Trust
$5.1M
2 holdings
Mutual Funds
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target Retirement 2030 Fund | — | — | — | $6.0M | 13.2% | |
| T. Rowe Price Target Retirement 2035 Fund | — | — | — | $5.7M | 12.6% | |
| JP Morgan Large Cap Growth R6 | Mutual Funds | — | — | $4.6M | 10.0% | |
| T. Rowe Price Target Retirement 2040 Fund | — | — | — | $3.8M | 8.3% | |
| T. Rowe Price Target Retirement 2025 Fund | — | — | — | $3.7M | 8.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.2M | 7.1% | |
| T. Rowe Price Target Retirement 2045 Fund | — | — | — | $3.1M | 6.9% | |
| T. Rowe Price Target Retirement 2055 Fund | — | — | — | $2.7M | 5.9% | |
| T. Rowe Price Target Retirement 2050 Fund | — | — | — | $2.1M | 4.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| T. Rowe Price Target Retirement 2020 Fund | — | — | — | $1.7M | 3.7% | |
| T. Rowe Price Target Retirement 2060 Fund | — | — | — | $1.4M | 3.2% | |
| T. Rowe Price Target Retirement 2015 Fund | — | — | — | $1.4M | 3.0% | |
| T. Rowe Price Target Retirement 2065 Fund | — | — | — | $991K | 2.2% | |
| T. Rowe Price Equity Income Fund | — | — | — | $708K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $707K | 1.6% | |
| Metropolitan West Total Return Fund | — | — | — | $438K | 1.0% | |
| Neuberger Berman Gen Institutional Fund | — | — | — | $390K | 0.9% | |
| Dodge & Cox International Stock Fund | — | — | — | $346K | 0.8% | |
| T. Rowe Price Target Retirement 2010 Fund | — | — | — | $204K | 0.4% | |
| T. Rowe Price Retirement Balance Fund | — | — | — | $146K | 0.3% | |
| MFS International Diversification R6 | — | — | — | $127K | 0.3% | |
| (E) | — | — | — | $14K | <0.1% | |
| T. Rowe Price Target Retirement 2005 Fund | — | — | — | $14K | <0.1% | |
| CFR 2520.103-8 | — | — | $3K | $3K | <0.1% | |
| maturing through October 2025 | — | — | — | $1K | <0.1% | |
| (E) | — | — | — | $1K | <0.1% |
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