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Original filing (PDF)20250730121700NAL0001911507001
ENCOMPASS TECHNOLOGIES DEVELOPMENT INC.
Form 5500
FILING_RECEIVED
ENCOMPASS 401(K) PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
151
Accounts w/ balance
226
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
19 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
- 87 bps in Schedule C fees — 67% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCOMPASS TECHNOLOGIES DEVELOPMENT INC..
Plan sponsor
Name
ENCOMPASS TECHNOLOGIES DEVELOPMENT INC.
EIN
81-3742513
Address
420 LINDEN STREET #200 · FORT COLLINS, CO · 80524
Phone
(970) 449-8000
Industry
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
2025-07-30
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | 80-0833114 | SAN FRANCISCO, CA | ADVISOR/INVESTMENT ADV | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS 2 ADMINISTRATORS, LLC | — | EAGLE ID, ID | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
19 direct securities· $6.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $1.3M | 18.8% | |
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $1.1M | 15.3% | |
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $1.0M | 14.4% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $771K | 10.9% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $705K | 9.9% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $509K | 7.2% | |
| Fidelity Extended Market Index Fund " | — | — | — | $481K | 6.8% | |
| Fidelity US Bond Index Fund " | — | — | — | $187K | 2.6% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $183K | 2.6% | |
| T. Rowe Price Blue Chip Growth Fund " | — | — | — | $144K | 2.0% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $133K | 1.9% | |
| MFS International Diversification Fund R6 " | — | — | — | $101K | 1.4% | |
| Putnam Large Cap Value R6 " | — | — | — | $69K | 1.0% | |
| American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $64K | 0.9% | |
| American Funds 2020 Target Date Retirement R6 Fund " ** 16 American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $58K | 0.8% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $35K | 0.5% | |
| Gabelli U.S. Treasury Money Market Fund Mutual fund | — | — | — | $24K | 0.3% | |
| PGIM Total Return Bond Fund R6 " | — | — | — | $20K | 0.3% | |
| American Funds 2065 Target Date Retirement R6 Fund " | — | — | — | $10K | 0.1% |