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Original filing (PDF)20251001094148NAL0014027744001
ENCOMPASS GROUP, LLC
Form 5500
FILING_RECEIVED
ENCOMPASS GROUP, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
248
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCOMPASS GROUP, LLC.
Plan sponsor
Name
ENCOMPASS GROUP, LLC
EIN
58-2471437
Address
615 MACON ROAD · MCDONOUGH, GA · 30253
Phone
(770) 957-3981
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
2025-10-01
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)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
JA JOHNSON & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Investments
29 direct securities · 1 pooled fund· $34.8M(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
$34.8M
29 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund R6 | — | — | — | $5.0M | 14.2% | |
| Principal Guaranteed Interest Balance | — | — | — | $3.7M | 10.6% | |
| Macquarie Large Cap Growth Fund R6 | — | — | — | $3.7M | 10.6% | |
| Fidelity Total Market Index Fund | — | — | — | $2.9M | 8.4% | |
| Vanguard Wellington Fund | — | — | — | $2.4M | 6.7% | |
| Fidelity 500 Index Fund | — | — | — | $2.1M | 6.0% | |
| Baron Growth Fund Institutional Shares | — | — | — | $1.4M | 4.1% | |
| Vanguard Intermediate Term Bond Index Admiral Shares | — | — | — | $1.3M | 3.8% | |
| T. Rowe Price Small-Cap Stock Fund I Class | — | — | — | $1.3M | 3.7% | |
| T. Rowe Price Large Cap Value Fund I Class | — | — | — | $1.2M | 3.5% | |
| Fidelity Freedom Blend 2040 Fund Class K6 | — | — | — | $1.2M | 3.4% | |
| Dodge & Cox International Stock Fund Class X | — | — | — | $1.1M | 3.2% | |
| T. Rowe Price Health Sciences I Class | — | — | — | $929K | 2.7% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $826K | 2.4% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $805K | 2.3% | |
| Vanguard Wellesley Income Fund | — | — | — | $754K | 2.2% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $673K | 1.9% | |
| Principal Small-Midcap Dividend Income Fund Institutional | — | — | — | $651K | 1.9% | |
| T. Rowe Price Large Cap Growth Fund I Class | — | — | — | $638K | 1.8% | |
| ClearBridge International Growth Fund Class IS | — | — | — | $516K | 1.5% | |
| Baird Core Plus Bond Fund Institutional Class | — | — | — | $511K | 1.5% | |
| Cohen & Steers Real Estate Securities Fund Class Z | — | — | — | $434K | 1.2% | |
| Participant Loans | — | — | — | $222K | 0.6% | |
| American Funds New World Fund R6 | — | — | — | $210K | 0.6% | |
| Fidelity Freedom Blend 2030 Fund Class K6 | — | — | — | $196K | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $184K | 0.5% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Blend 2025 Fund Class K6 | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Blend 2035 Fund Class K6 | — | — | — | $911 | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
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