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Original filing (PDF)20251010185246NAL0004866995001
EBARA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
EBARA TECHNOLOGIES, INC. 401K SAVINGS PLAN
401(k) retirement plan
Active participants
415
Accounts w/ balance
379
Plan assets (EOY)
$53.1M
Net assets (EOY)
$53.1M
How this plan invests
This plan
8 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 123% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBARA TECHNOLOGIES, INC..
Plan sponsor
Name
EBARA TECHNOLOGIES, INC.
EIN
77-0270092
Address
51 MAIN STREET · SACRAMENTO, CA · 95838
Phone
(916) 920-5451
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $128K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $61K | — |
Investments
24 direct securities · 8 pooled funds· $54.9M(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
$46.7M
24 holdings
Common Collective Trust
$8.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.4M | 12.1% | |
| Fidelity | — | — | — | $5.8M | 10.8% | |
| T. Rowe Price | — | — | — | $5.1M | 9.7% | |
| Harbor Capital | — | — | — | $4.9M | 9.1% | |
| Vanguard | — | — | — | $4.2M | 7.8% | |
| American Funds | — | — | — | $3.2M | 6.0% | |
| Putnam | — | — | — | $3.1M | 5.8% | |
| Mass Mutual | — | — | — | $3.1M | 5.8% | |
| PIMCO | — | — | — | $2.4M | 4.6% | |
| American Funds | — | — | — | $2.2M | 4.2% | |
| PGIM Investments | — | — | — | $2.1M | 4.0% | |
| Victory Sycamore | — | — | — | $1.6M | 3.1% | |
| PIMCO | — | — | — | $1.3M | 2.5% | |
| Vanguard | — | — | — | $1.3M | 2.4% | |
| T. Rowe Price | — | — | — | $1.1M | 2.1% | |
| Dimensional Fund Advisors | — | — | — | $1.1M | 2.0% | |
| Loans to participants | — | — | — | $861K | 1.6% | |
| Fidelity | — | — | — | $810K | 1.5% | |
| American Funds | — | — | — | $781K | 1.5% | |
| Alta Trust | — | — | — | $781K | 1.5% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $781K | 1.5% | |
| Alta Trust | — | — | — | $583K | 1.1% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $583K | 1.1% | |
| Alta Trust | — | — | — | $189K | 0.4% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $189K | 0.4% | |
| Alta Trust | — | — | — | $173K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $173K | 0.3% | |
| Alta Trust | — | — | — | $66K | 0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $66K | 0.1% | |
| Various | — | — | — | $4K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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