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Original filing (PDF)20251015082203NAL0004331857001
ENVALIOR ENGINEERING MATERIALS INC.
Form 5500
FILING_RECEIVED
ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
220
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVALIOR ENGINEERING MATERIALS INC..
Plan sponsor
Name
ENVALIOR ENGINEERING MATERIALS INC.
EIN
58-1961475
Address
2267 WEST MILL RD. · EVANSVILLE, IN · 47720
Phone
(410) 227-5409
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARATZ & ASSOCIATES, P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | 23-2383285 | — | RECORDKEEPER | $13K | — |
Investments
35 direct securities· $19.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.6M | 18.0% | |
| Fidelity Freedom 2030 Fund - Class K Registered Investment Company | — | — | — | $2.0M | 10.3% | |
| Fidelity Freedom 2035 Fund - Class K Registered Investment Company | — | — | — | $1.5M | 7.5% | |
| Dodge & Cox Income Fund Class X Registered Investment Company | — | — | — | $958K | 4.9% | |
| American Funds American Mutual Fund Class R6 Registered Investment Company | — | — | — | $873K | 4.4% | |
| Fidelity Contrafund Registered Investment Company | — | — | — | $824K | 4.2% | |
| T. Rowe Price Blue Chip Growth Fund I Class Registered Investment Company | — | — | — | $768K | 3.9% | |
| Fidelity Freedom 2045 Fund - Class K Registered Investment Company | — | — | — | $741K | 3.8% | |
| Fidelity Worldwide Fund Registered Investment Company | — | — | — | $680K | 3.5% | |
| JPMorgan Mid Cap Value Fund Class R6 Registered Investment Company | — | — | — | $666K | 3.4% | |
| Fidelity Diversified International K6 Fund Registered Investment Company | — | — | — | $578K | 2.9% | |
| Vanguard Growth Index Fund Institutional Shares Registered Investment Company | — | — | — | $570K | 2.9% | |
| Fidelity Freedom 2050 Fund - Class K Registered Investment Company | — | — | — | $548K | 2.8% | |
| Fidelity Freedom Income Fund - Class K Registered Investment Company | — | — | — | $508K | 2.6% | |
| Vanguard FTSE Social Index Fund Admiral Registered Investment Company | — | — | — | $495K | 2.5% | |
| Fidelity Freedom 2040 Fund - Class K Registered Investment Company | — | — | — | $447K | 2.3% | |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 Registered Investment Company | — | — | — | $416K | 2.1% | |
| Fidelity Capital & Income Fund Registered Investment Company | — | — | — | $388K | 2.0% | |
| Fidelity Freedom 2055 Fund - Class K Registered Investment Company | — | — | — | $376K | 1.9% | |
| MFS Value Fund Class R6 Registered Investment Company | — | — | — | $320K | 1.6% | |
| Fidelity Freedom 2025 Fund - Class K Registered Investment Company | — | — | — | $281K | 1.4% | |
| Baird Mid Cap Growth Fund Institutional Class Registered Investment Company | — | — | — | $265K | 1.3% | |
| Fidelity High Income Fund Registered Investment Company | — | — | — | $208K | 1.1% | |
| Invesco Developing Markets Fund Class R6 Registered Investment Company | — | — | — | $154K | 0.8% | |
| American Funds New Perspective Fund Class R6 Registered Investment Company | — | — | — | $146K | 0.7% | |
| Fidelity Freedom 2065 Fund - Class K Registered Investment Company | — | — | — | $128K | 0.6% | |
| Mid Atlantic Master Cash Account Cash Equivalents ** - Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $123K | 0.6% | |
| Fidelity Freedom 2060 Fund - Class K Registered Investment Company | — | — | — | $119K | 0.6% | |
| Royce Small-Cap Opportunity Fund Institutional Class Registered Investment Company | — | — | — | $113K | 0.6% | |
| American Funds New World Fund Class R-6 Registered Investment Company | — | — | — | $111K | 0.6% | |
| MFS New Discovery Fund Class R6 Registered Investment Company | — | — | — | $100K | 0.5% | |
| PIMCO Income Fund Institutional Class Registered Investment Company | — | — | — | $90K | 0.5% | |
| Fidelity Freedom 2020 Fund - Class K Registered Investment Company | — | — | — | $48K | 0.2% | |
| Fidelity Freedom 2010 Fund - Class K Registered Investment Company | — | — | — | $25K | 0.1% | |
| Fidelity Freedom 2015 Fund - Class K Registered Investment Company | — | — | — | $3K | <0.1% |