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Original filing (PDF)20251007050410NAL0004202305001
ELECTRIC POWER SYSTEMS INC
Form 5500
FILING_RECEIVED
ELECTRIC POWER SYSTEMS INC. 401(K) PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
161
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRIC POWER SYSTEMS INC.
Plan sponsor
Name
ELECTRIC POWER SYSTEMS INC
EIN
84-2193137
Address
520 W ELECTRIC POWER DR · NORTH LOGAN, UT · 84341
Phone
(435) 999-0544
Industry
Manufacturingsee 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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
COOK MARTIN POULSON P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT | 47-2841185 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
31 direct securities· $3.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $684K | 17.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $632K | 16.0% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $479K | 12.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $467K | 11.8% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $289K | 7.3% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $208K | 5.3% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $171K | 4.3% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $122K | 3.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $95K | 2.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $91K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $69K | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $69K | 1.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $65K | 1.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $52K | 1.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $46K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $46K | 1.2% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $45K | 1.1% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $41K | 1.0% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $36K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $35K | 0.9% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $35K | 0.9% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $32K | 0.8% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $26K | 0.7% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $22K | 0.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $18K | 0.5% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $16K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $13K | 0.3% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN HIGH YIELD CORP - INV | Registered Investment Companies | — | — | $6K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $3K | <0.1% |
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