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Original filing (PDF)20260112133318NAL0015143203001
ENVIRONMENTAL RESEARCH GROUP, LLC
Form 5500
FILING_RECEIVED
ENVIRONMENTAL RESEARCH GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.9 mo27% in single holding
Active participants
106
Accounts w/ balance
173
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
92
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Top holding "American Funds 2035 Target Date Fund R6 Mutual Fund" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL RESEARCH GROUP, LLC.
Plan sponsor
Name
ENVIRONMENTAL RESEARCH GROUP, LLC
EIN
84-1535060
Address
6049 FALLS ROAD · BALTIMORE, MD · 21209
Phone
(410) 366-5170
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
2026-01-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTAL GROUP RETIREMENT PLAN SERVIC | — | IRVINE, CA | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES INC | — | LOS ANGELES, CA | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | — | FALLS CHURCH, VA | CONTRACT ADMIN | $2K | — |
Investments
27 direct securities· $9.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $2.4M | 26.3% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $1.7M | 18.4% | |
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $1.2M | 13.2% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $1.2M | 13.0% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $510K | 5.5% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $468K | 5.1% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $406K | 4.4% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $174K | 1.9% | |
| American Funds 2020 Target Date Fund R6 Mutual Fund | — | — | — | $173K | 1.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $127K | 1.4% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $113K | 1.2% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $86K | 0.9% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $66K | 0.7% | |
| Notes receivable from participants Interest rates 9.25% to 9.50% | — | — | — | $47K | 0.5% | |
| American Funds Bond Fund Of Amer R6 Mutual Fund | — | — | — | $32K | 0.3% | |
| American Funds Moderate G/I Portfolio R6 Mutual Fund | — | — | — | $28K | 0.3% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $27K | 0.3% | |
| Hartford Dividend and Growth R6 Mutual Fund | — | — | — | $24K | 0.3% | |
| American Funds 2015 Target Date Fund R6 Mutual Fund | — | — | — | $22K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $21K | 0.2% | |
| American Funds US Govt Money Market R6 Mutual Fund | — | — | — | $21K | 0.2% | |
| American Funds US Government Sec R6 Mutual Fund | — | — | — | $20K | 0.2% | |
| American Funds Capital World Bond R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| Pioneer International Equity K Mutual Fund | — | — | — | $16K | 0.2% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $10K | 0.1% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $9K | 0.1% | |
| Columbia Emerging Markets Inst Mutual Fund | — | — | — | $1K | <0.1% |
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