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Original filing (PDF)20250909151403NAL0012666563001
E-Z EXCAVATING, INC.
Form 5500
FILING_RECEIVED
E-Z EXCAVATING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
60% employer stockNo recordkeeper disclosed
Active participants
110
Accounts w/ balance
126
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- 60% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-Z EXCAVATING, INC..
Plan sponsor
Name
E-Z EXCAVATING, INC.
EIN
84-1177135
Address
P.O. BOX 1439 · LONGMONT, CO · 80502
Phone
(303) 772-8121
Industry
Constructionsee 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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
K FINANCIAL INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | WESTLAKE, TX | NONE | $0 | — |
Investments
54 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Neos Enhanced Income Exchange Traded Fund | — | — | $334K | $321K | 8.9% | |
| Navigator Tactical Fixed Income I Mutual Fund | — | — | $320K | $301K | 8.4% | |
| Northern Lights Fund TR Sierra Tactical Bond Install Mutual Fund | — | — | $300K | $288K | 8.0% | |
| Advisors Preferred Kensington MGD Income I Mutual Fund | — | — | $303K | $286K | 7.9% | |
| FDIC Insured Deposit Account FDIC Insured Deposit Account | — | — | $126K | $126K | 3.5% | |
| Participant Loans (Interest rates ranging from 4.25% to 9.5%) - | — | — | — | $121K | 3.4% | |
| ARM Holdings PLC Common Stock | — | — | $110K | $97K | 2.7% | |
| First Citizens Bancshares Inc Com CL A Common Stock | — | — | $66K | $89K | 2.5% | |
| Pfizer Inc Com Common Stock | — | — | $94K | $77K | 2.1% | |
| Oracle Corp Common Stock | — | — | $62K | $76K | 2.1% | |
| Salesforce.com Inc. Common Stock | — | — | $63K | $76K | 2.1% | |
| Apple Inc. Common Stock | — | — | $64K | $75K | 2.1% | |
| Amazon Com Inc Common Stock | — | — | $54K | $74K | 2.1% | |
| Johnson & Johnson Common Stock | — | — | $80K | $73K | 2.0% | |
| General Mtrs Co Com Common Stock | — | — | $62K | $70K | 2.0% | |
| Plute Group Inc Com Common Stock | — | — | $71K | $70K | 1.9% | |
| Microsoft Corp Common Stock | — | — | $55K | $70K | 1.9% | |
| Textron Inc Com Common Stock | — | — | $75K | $68K | 1.9% | |
| First Solar Inc Com Common Stock | — | — | $84K | $65K | 1.8% | |
| Portland Gen Elec Co Common Stock | — | — | $69K | $65K | 1.8% | |
| Alphabet Inc. Common Stock | — | — | $51K | $64K | 1.8% | |
| Meta Platforms Inc CL A Common Stock | — | — | $42K | $61K | 1.7% | |
| CME Group Inc Com Common Stock | — | — | $55K | $61K | 1.7% | |
| T-Mobile Inc Com Common Stock | — | — | $48K | $59K | 1.7% | |
| Northern TR Corp Common Stock | — | — | $46K | $54K | 1.5% | |
| Kraft Heinz Co Common Stock | — | — | $60K | $54K | 1.5% | |
| Newmont Corp Common Stock | — | — | $73K | $53K | 1.5% | |
| Kroger Co Common Stock | — | — | $51K | $51K | 1.4% | |
| Chevron Corp New Com Common Stock | — | — | $49K | $48K | 1.3% | |
| Qualcomm Inc Common Stock | — | — | $53K | $46K | 1.3% | |
| Gaming & Leisure PPTYS Inc Com Common Stock | — | — | $43K | $45K | 1.2% | |
| Davita Inc Common Stock | — | — | $29K | $31K | 0.8% | |
| Tenet Healthcare Corp Com Common Stock | — | — | $35K | $29K | 0.8% | |
| Netscout Sys Inc Com Common Stock | — | — | $28K | $28K | 0.8% | |
| Healthequity Inc Common Stock | — | — | $28K | $27K | 0.8% | |
| Jabil Inc Common Stock | — | — | $25K | $27K | 0.8% | |
| Perdoceo ED Corp Com Common Stock | — | — | $18K | $26K | 0.7% | |
| Clean Harbors Inc Com Common Stock | — | — | $14K | $25K | 0.7% | |
| Yeti Hldgs Inc Common Stock | — | — | $23K | $24K | 0.7% | |
| Netapp Inc Com Common Stock | — | — | $18K | $24K | 0.7% | |
| Qualys Inc Com Common Stock | — | — | $22K | $23K | 0.6% | |
| Autoliv Inc Common Stock | — | — | $24K | $23K | 0.6% | |
| Reinsurance Grp of America Inc Com New Common Stock | — | — | $15K | $22K | 0.6% | |
| Fabrinet Shs Common Stock | — | — | $23K | $22K | 0.6% | |
| Yelp Inc Com CL A Common Stock | — | — | $19K | $20K | 0.5% | |
| Pricesmart Inc Common Stock | — | — | $18K | $19K | 0.5% | |
| Civitas Resources Inc Com Common Stock | — | — | $25K | $18K | 0.5% | |
| Nexstar Media Group Inc Common Stock Common Stock | — | — | $19K | $18K | 0.5% | |
| Franklin Res Inc Common Stock | — | — | $17K | $18K | 0.5% | |
| Cal Marine Foods In Com New Common Stock | — | — | $7K | $17K | 0.5% | |
| Cars Com Inc Common Stock | — | — | $17K | $16K | 0.5% | |
| Kilroy Rlty Corp Com Common Stock | — | — | $13K | $15K | 0.4% | |
| Worthingson Stl Inc Common Stock | — | — | $16K | $14K | 0.4% | |
| Royal Gold Inc Common Stock | — | — | $15K | $13K | 0.4% |
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