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Original filing (PDF)20251015102900NAL0005957008001
EBAA IRON, INC.
Form 5500
FILING_RECEIVED
EBAA IRON INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
293
Accounts w/ balance
290
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2025 Fund Vanguard 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBAA IRON, INC..
Plan sponsor
Name
EBAA IRON, INC.
EIN
75-1331968
Address
702-30 CR 442 · EASTLAND, TX · 76448
Phone
(254) 629-6503
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CONDLEY & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH. | — | FAIRFIELD, IA | NONE | $45K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
27 direct securities · 1 pooled fund· $31.4M(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
$31.0M
27 holdings
Common Collective Trust
$455K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $8.8M | 27.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $5.1M | 16.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4.9M | 15.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.3M | 10.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 4.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 4.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $1.1M | 3.4% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $944K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $461K | 1.5% | |
| GG CIT III FOR METLIFE GAC 25554 25 GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $455K | 1.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $407K | 1.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $397K | 1.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $388K | 1.2% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $331K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $310K | 1.0% | |
| Vanguard High Dividend Yield Index ETF Vanguard 0 | — | — | — | $303K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $264K | 0.8% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 804 Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $263K | 0.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $191K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $180K | 0.6% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $81K | 0.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $80K | 0.3% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $61K | 0.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $24K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $21K | <0.1% | |
| DFA Global Equity Portfolio I DFA 0 | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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