Back to filter
Original filing (PDF)20251028050252NAL0006036803001
EZEKIEL MANAGEMENT
Form 5500
FILING_RECEIVED
EZEKIEL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
420
Plan assets (EOY)
$546K
Net assets (EOY)
$546K
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (55 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EZEKIEL MANAGEMENT.
Plan sponsor
Name
EZEKIEL MANAGEMENT
EIN
82-1966653
Address
2222 SULLIVAN TRAIL · EASTON, PA · 18040
Phone
(610) 438-2030
Industry
Health Care & Social Assistancesee 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
2025-10-28
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
12 direct securities · 1 pooled fund· $532K(97% 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.
Registered Investment Companies
$532K
12 holdings
Common Collective Trust
$246
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN SMALLCAP BLEND INDEX R6 722 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM 59 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $83K | 15.3% | |
| FID FREEDOM INDEX 2010 PREMIER 55 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $79K | 14.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $63K | 11.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $59K | 10.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $51K | 9.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $50K | 9.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $45K | 8.2% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $35K | 6.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $33K | 6.0% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $24K | 4.4% | |
| STATE ST EQUITY 500 INDEX K 17 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM 18 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $9K | 1.6% | |
| T ROWE PRICE OVERSEAS STOCK 52 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $246 | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Health Care & Social Assistance plans
LTG MANAGEMENT COMPANY
LTG MANAGEMENT CO. 401(K) PLAN
$547K · 1 participants
COLD SPRING ACQUISTION, LLC
COLD SPRING HILLS CENTER FOR NURSING AND REHABILITATION 401(K) PLAN
$547K · 492 participants
GEVIL HEALTH SERVICES, LLC
GEVIL HEALTH SERVICES, LLC 401(K) PLAN
$548K · 54 participants
PINNACLE HEALTH AND REHAB - SANFORD
PINNACLE HEALTH AND REHAB - SANFORD 401K PLAN
$545K · 74 participants
SUTTON PARK CENTER FOR NURSING AND REHABILITATION, LLC
SUTTON PARK CENTER FOR NURSING AND REHABILITATION 401(K) PLAN
$545K · 165 participants
MILESTONE RECOVERY
MILESTONE RECOVERY 401(K) PLAN
$544K · 99 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B