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Original filing (PDF)20250919095655NAL0002523680001
EAC CONSULTING, INC.
Form 5500
FILING_RECEIVED
EAC 401(K) PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
147
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAC CONSULTING, INC..
Plan sponsor
Name
EAC CONSULTING, INC.
EIN
65-0519739
Address
5959 WATERFORD DISTRICT DRIVE · SUITE 410 · MIAMI, FL · 33126
Phone
(305) 265-5400
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-19
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT MANAGER | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | CONTRACT ADMIN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
45 direct securities · 1 pooled fund· $18.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.9M
45 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INS CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.4M | 84.3% | |
| General Account Guaranteed account | — | — | — | $1.5M | 14.8% | |
| American Century Growth R6 Fund " | — | — | — | $1.2M | 12.5% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $628K | 6.3% | |
| MassMutual RetireSMART by JPMorgan 2030 I Fund " | — | — | — | $566K | 5.7% | |
| JPMorgan U.S. Equity R6 Fund " | — | — | — | $529K | 5.3% | |
| MassMutual RetireSMART by JPMorgan 2050 I Fund " | — | — | — | $404K | 4.0% | |
| MassMutual RetireSMART by JPMorgan 2040 I Fund " | — | — | — | $384K | 3.8% | |
| Neuberger Berman Mid Cap Growth R6 Fund " | — | — | — | $355K | 3.6% | |
| Goldman Sachs Mid Cap Value R6 Fund " | — | — | — | $340K | 3.4% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $323K | 3.2% | |
| Allspring Special Small Cap Value R6 Fund Pooled separate account | — | — | — | $298K | 3.0% | |
| JPMorgan Equity Income R6 Fund " | — | — | — | $297K | 3.0% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $297K | 3.0% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $256K | 2.6% | |
| Fidelity 500 Index Fund " | — | — | — | $220K | 2.2% | |
| American Funds Capital World Growth and Income R6 Fund " | — | — | — | $194K | 1.9% | |
| MassMutual RetireSMART by JPMorgan 2035 I Fund " | — | — | — | $193K | 1.9% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $189K | 1.9% | |
| Vanguard Growth Index Admiral Fund " | — | — | — | $183K | 1.8% | |
| Virtus Ceredex Large-Cap Value Equity R6 Fund " | — | — | — | $133K | 1.3% | |
| MassMutual RetireSMART by JPMorgan 2045 I Fund " | — | — | — | $130K | 1.3% | |
| MassMutual RetireSMART by JPMorgan 2020 I Fund " | — | — | — | $123K | 1.2% | |
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $109K | 1.1% | |
| MassMutual RetireSMART by JPMorgan 2060 I Fund " | — | — | — | $106K | 1.1% | |
| BlackRock Total Return K Fund " | — | — | — | $98K | 1.0% | |
| JPMorgan Emerging Markets Equity R6 Fund " | — | — | — | $97K | 1.0% | |
| Fidelity International Index Fund " | — | — | — | $97K | 1.0% | |
| MassMutual RetireSMART by JPMorgan 2055 I Fund " | — | — | — | $83K | 0.8% | |
| iShares U.S. Aggregate Bond Index K Fund " | — | — | — | $80K | 0.8% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $54K | 0.5% | |
| Pioneer Strategic Income K Fund " | — | — | — | $50K | 0.5% | |
| Invesco Small Cap Growth R6 Fund " | — | — | — | $48K | 0.5% | |
| American Funds Capital Income Builder R6 Fund " | — | — | — | $45K | 0.5% | |
| Eaton Vance Income Fund of Boston R6 Fund " | — | — | — | $41K | 0.4% | |
| Vanguard Value Index Admiral Fund " | — | — | — | $40K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund " | — | — | — | $35K | 0.4% | |
| Invesco Real Estate R6 Fund " | — | — | — | $30K | 0.3% | |
| MFS Government Securities R6 Fund " ** 384 * MFS Value R6 Fund " | — | — | — | $29K | 0.3% | |
| MassMutual RetireSMART by JPMorgan In Retirement I Fund " | — | — | — | $22K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Fund " | — | — | — | $17K | 0.2% | |
| Invesco Balanced-Risk Commodity Strategy R6 Fund " | — | — | — | $11K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Fund " | — | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral Fund " | — | — | — | $9K | <0.1% | |
| PIMCO High Yield Institutional Fund " | — | — | — | $5K | <0.1% | |
| MassMutual RetireSMART by JPMorgan 2025 I Fund " | — | — | — | $2K | <0.1% |
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