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Original filing (PDF)20250930155459NAL0005573427001
EUCON CORPORATION
Form 5500
FILING_RECEIVED
EUCON CORPORATION RETIREMENT BENEFIT PROGRAM
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
372
Accounts w/ balance
800
Plan assets (EOY)
$57.0M
Net assets (EOY)
$57.0M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 250% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUCON CORPORATION.
Plan sponsor
Name
EUCON CORPORATION
EIN
82-0308198
Address
4201 SNAKE RIVER AVE. · LEWISTON, ID · 83801
Phone
(208) 790-2814
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
DEATLEY COMPANY, INC.
EIN
91-0995820
City
LEWISTON, ID
Phone
(208) 790-2814
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETERSEN HASTINGS INVESTMENT MGMT | 91-1216229 | KENNEWICK, WA | NONE | $190K | — |
| RANDALL & HURLEY, INC. | 91-1661080 | — | NONE | $83K | — |
| MATRIX TRUST COMPANY | 27-1228437 | — | NONE | $24K | — |
| MOSS ADAMS, LLP | 91-0189318 | — | NONE | $22K | — |
Investments
20 direct securities· $56.9M(100% of reported assets)
Uncategorized
$53.6M
18 holdings
Mutual Funds
$3.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value Fund Instl Registered investment company | — | — | — | $9.8M | 17.2% | |
| Vanguard Malvern Funds CRE BD Admiral Registered investment company | — | — | — | $9.2M | 16.1% | |
| Vanguard 500 Index Admiral Registered investment company | — | — | — | $6.9M | 12.0% | |
| DFA US Hi Realtv Profitability Instl Registered investment company | — | — | — | $6.3M | 11.0% | |
| Avantis Us Sm Cap Val-Inst Registered investment company | — | — | — | $4.5M | 7.9% | |
| Vanguard Interim-Term Investment-Grade AdmirRegistered investment company | — | — | — | $4.1M | 7.2% | |
| DFA Short-Duration Real Return Instl Registered investment company | — | — | — | $2.8M | 5.0% | |
| Avantis International Small Cap Val Ins Registered investment company | Mutual Funds | — | — | $2.8M | 4.9% | |
| DFA International Value III Registered investment company | — | — | — | $2.8M | 4.8% | |
| DFA Emerging Markets Core Equity Registered investment company | — | — | — | $2.7M | 4.7% | |
| DFA Intl Hi Relatv Profitability Instl Registered investment company | — | — | — | $2.4M | 4.2% | |
| Participant loans maturing through February 2037 | — | — | — | $989K | 1.7% | |
| s - nonparticipant directed Vanguard Ultra Short Term Bond Index Registered investment company | Mutual Funds | — | $487K | $489K | 0.9% | |
| DFA One-Year Fixed Income Portfolio Registered investment company | — | — | $488K | $488K | 0.9% | |
| Vanguard Short Term Corp Bond Index Registered investment company | — | — | $238K | $241K | 0.4% | |
| Vanguard Total Bond Market Index Adm Registered investment company | — | — | — | $127K | 0.2% | |
| Vanguard Mid Cap Index Admiral Registered investment company | — | — | — | $116K | 0.2% | |
| Vanguard Growth Index Admiral Registered investment company | — | — | — | $97K | 0.2% | |
| Money market * JPMorgan Chase Retirement cash account Money market | — | — | — | $82K | 0.1% | |
| DFA Global Real Estate Securities Port Registered investment company | — | — | — | $75K | 0.1% |
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