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Original filing (PDF)20250607105357NAL0010649971001
ELECTRIC SERVICE CORP.
Form 5500
FILING_RECEIVED
ELECTRIC SERVICE CORP. 1165(E) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
66
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRIC SERVICE CORP..
Plan sponsor
Name
ELECTRIC SERVICE CORP.
EIN
66-0255132
Address
PO BOX 191921 · SAN JUAN, PR · 00919
Phone
(787) 728-2880
Industry
Other Services (ex. Public Admin)see 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
2025-06-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
25 pooled funds· $1.7M
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL RETIRESMART MASSACHUSETS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $315K | 18.2% |
| MASSMUTUAL RETIRESMART 2030 MASSACHUSETS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | $305K | 17.6% |
| MASSMUTUAL RETIRESMART 2025 MASSACHUSETS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $220K | 12.7% |
| MASSMUTUAL RETIRESMART 2040 MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $175K | 10.1% |
| MASSMUTUAL RETIRESMART 2020 MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 860 | Pooled Separate Account | $143K | 8.2% |
| MASSMUTUAL RETIRESMART 2050 MASSACHUSETS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $107K | 6.2% |
| MASSMUTUAL RETIRESMART 2035 MASSACHUSETS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $94K | 5.4% |
| MASSMUTUAL RETIRESMART 2055 MASSACHUSETS MUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $81K | 4.7% |
| MM S&P 500 INDEX MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $70K | 4.1% |
| MASSMUTUAL RETIRESMART 2045 MASSACHUSETS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $52K | 3.0% |
| MASSMUTUAL RETIRESMART 2060 MASSACHUSETS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $45K | 2.6% |
| MASSMUTUAL HIGH YIELD MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $27K | 1.6% |
| MASSMUTUAL INTERNATIONAL EQ MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $27K | 1.6% |
| ANERICAN CENTURY MID CAP VALUE AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $24K | 1.4% |
| JP MORGAN SMALL CAP VALUE JP MORGAN · EIN 90-0342229 / PN 000 | Pooled Separate Account | $19K | 1.1% |
| MASSMUTUAL EQUITY OPPORTS MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $6K | 0.4% |
| MASSMUTUAL BLUE CHIP GROWTH MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $6K | 0.4% |
| MASSMUTUAL DIVERSIFIED VALUE MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $5K | 0.3% |
| FIDELITY ADVISOR TOTAL BOND FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5K | 0.3% |
| MASSMUTUAL OVERSEAS MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2K | 0.1% |
| FIDELITY ADVISOR LEVERAGED CO STK FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INVESCO SMALL CAP EQUITY INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| MASSMUTUAL MID CAP GROWTH MASSACHUSETS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $966 | <0.1% |
| MFS NEW DISCOVERY MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $879 | <0.1% |
| TEMPLETON GLOBAL BOND FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $691 | <0.1% |
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