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Original filing (PDF)20251030110846NAL0003076832001
ELECTRASTEEL, INC.
Form 5500
FILING_RECEIVED
ELECTRA 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
122
Accounts w/ balance
135
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
16 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MY RETIREMENT PATH MODERATE 2055 R Collective Trust" is 39% of plan.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRASTEEL, INC..
Plan sponsor
Name
ELECTRASTEEL, INC.
EIN
85-1059607
Address
6400 LOOKOUT ROAD #200 · BOULDER, CO · 80301
Phone
(720) 609-9762
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-12
Tax period
2024-12-31
Filed
2025-10-30
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $725 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
8 direct securities · 16 pooled funds· $4.4M(100% 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.
Common Collective Trust
$3.2M
16 holdings
Uncategorized
$1.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $1.7M | 38.8% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $902K | 20.6% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $533K | 12.2% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $286K | 6.5% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $218K | 5.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $143K | 3.3% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 001 | Common Collective Trust | — | — | $131K | 3.0% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $111K | 2.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $107K | 2.4% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $50K | 1.1% | |
| JPMORGAN GOVERNMENT BOND R6 Registered Investment Company | — | — | — | $50K | 1.1% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $42K | 1.0% | |
| FIDELITY CASH RESERVES Registered Investment Company | — | — | — | $28K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $19K | 0.4% | |
| CARILLON EAGLE MID CAP GROWTH R6 Registered Investment Company | — | — | — | $15K | 0.3% | |
| DFA REAL ESTATE SECURITIES I Registered Investment Company | — | — | — | $12K | 0.3% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $7K | 0.2% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $6K | 0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $6K | 0.1% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $6K | 0.1% | |
| MY RETIREMENT PATH AGGR RET R GREAT GRAY · EIN 31-1436954 / PN 000 | Common Collective Trust | — | — | $5K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $3K | <0.1% | |
| through April 2026 0 | — | — | — | $2K | <0.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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