Back to filter
Original filing (PDF)20251203164255NAL0000894369001
EBSCO INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
EBSCO SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,390
Accounts w/ balance
5,020
Plan assets (EOY)
$736.3M
Net assets (EOY)
$730.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 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.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBSCO INDUSTRIES, INC..
Plan sponsor
Name
EBSCO INDUSTRIES, INC.
EIN
63-6014186
Address
PO BOX 1943 · BIRMINGHAM, AL · 352011943
Phone
(205) 995-1502
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-03
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS,LL | 26-0058143 | — | INVESTMENT ADVISORY | $37K | — |
| MANAGEMENT PLANNING | 21-0646362 | — | CONSULTANT | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $236K | — |
Investments
23 direct securities · 6 pooled funds· $708.8M(96% 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
$676.6M
23 holdings
Common Collective Trust
$30.4M
5 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Frdm Idx 2035 Ins Pre a | — | — | — | $111.8M | 15.2% | |
| Fidelity Investments Fidelity Frdm Idx 2040 Ins Pre a | — | — | — | $96.3M | 13.1% | |
| Fidelity Investments Fidelity Frdm Idx 2030 Ins Pre a | — | — | — | $96.1M | 13.0% | |
| Fidelity Investments Fidelity Frdm Idx 2045 Ins Pre a | — | — | — | $80.1M | 10.9% | |
| Fidelity Investments Fidelity Frdm Idx 2050 Ins Pre a | — | — | — | $62.5M | 8.5% | |
| Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre a | — | — | — | $48.9M | 6.6% | |
| Fidelity Investments Fidelity 500 Index Fund a | — | — | — | $44.2M | 6.0% | |
| Fidelity Investments Fidelity Frdm Idx 2055 Ins Pre a | — | — | — | $37.4M | 5.1% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fund a | — | — | — | $22.8M | 3.1% | |
| Fidelity Investments Fidelity Frdm Idx 2020 Ins Pre a | — | — | — | $16.6M | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $14.6M | 2.0% | |
| Fidelity Investments Fidelity Frdm Idx 2060 Ins Pre a | — | — | — | $13.3M | 1.8% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd a | — | — | — | $8.2M | 1.1% | |
| Fidelity Investments Fidelity International Idx Fund a | — | — | — | $6.2M | 0.8% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $5.1M | 0.7% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd a | — | — | — | $5.0M | 0.7% | |
| Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre a | — | — | — | $5.0M | 0.7% | |
| The American Funds Am Fds Europacific Grth R6 Fd a | — | — | — | $4.8M | 0.7% | |
| Fidelity Investments Fidelity Frdm Idx 2010 Ins Pre a | — | — | — | $4.5M | 0.6% | |
| Fidelity Investments Fidelity Frdm Idx 2015 Ins Pre a | — | — | — | $4.3M | 0.6% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.2M | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fund a | — | — | — | $4.2M | 0.6% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.7M | 0.5% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| SEI Trust Company Allspring Spec Sm Cp Value R6 a | — | — | — | $2.7M | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.8M | 0.2% | |
| Fidelity Investments Fidelity Frdm Idx Inc Ins Prem a | — | — | — | $1.3M | 0.2% | |
| Big Cat Holdings, Inc. Big Cat Holdings, Inc. a | — | — | — | $344K | <0.1% | |
| Fidelity Investments Fidelity Frdm Idx 2070 Ins Pre a | — | — | — | $127K | <0.1% |