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Original filing (PDF)20251014163442NAL0003417985001

ELESSENT CLEAN TECHNOLOGIES

Form 5500
FILING_RECEIVED
ELESSENT CLEAN TECHNOLOGIES INC. 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
268
Plan assets (EOY)
$42.8M
Net assets (EOY)
$42.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELESSENT CLEAN TECHNOLOGIES.
Plan sponsor
Name
ELESSENT CLEAN TECHNOLOGIES
EIN
85-2598080
Address
575 MARYVILLE CENTRE DRIVE · SUITE 400 · ST. LOUIS, MO · 63141
Phone
(314) 275-5700
Industry
Engineering Services· 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
2025-10-14
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
ARMANINO, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH, PIERCE, FENNER AND S13-5674085RECORDKEEPER$5K

Investments

23 direct securities · 1 pooled fund· $42.4M(99% 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.

Uncategorized
$41.1M
23 holdings
Common Collective Trust
$1.3M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity S&P 500 Index Fund Mutual fund$6.6M15.5%
Fidelity Freedom Index 2025 Fund Mutual fund$5.0M11.6%
Fidelity Freedom Index 2030 Fund Mutual fund$4.5M10.5%
Fidelity Freedom Index 2050 Fund Mutual fund$3.2M7.4%
Fidelity Freedom Index 2035 Fund Mutual fund$2.8M6.6%
Fidelity Freedom Index 2040 Fund Mutual fund$2.6M6.1%
PGIM Jennison Growth Fund Class R6 Mutual fund$2.0M$2.3M5.3%
Fidelity Freedom Index 2055 Fund Mutual fund$2.0M4.7%
Dodge & Cox Stock Class I Mutual fund$1.9M4.5%
Fidelity Freedom Index 2045 Fund Mutual fund$1.7M4.0%
Boston Trust Mid Cap Fund Class NA Mutual fund$1.3M3.1%
Fidelity Extended Market Index Mutual fund$1.3M3.1%
GOLDMAN SACHS STABLE VALUE CIT INST
GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025
Common Collective Trust
$1.3M3.0%
Fidelity Global Ex US Mutual fund$1.1M2.7%
Fidelity US Bond Index Fund Mutual fund$1.1M2.7%
Baird Core Plus Bond Fund Mutual fund$1.0M2.4%
Fidelity Freedom Index 2060 Fund Mutual fund$728K1.7%
Participant loans with maturities through October 2034 -$586K$586K1.4%
Fidelity Freedom Index 2065 Fund Mutual fund$484K1.1%
MFS International Equity Class R6 Mutual fund$426K1.0%
Fidelity Freedom Index 2020 Fund Mutual fund$145K0.3%
Fidelity Freedom Index Income Mutual fund$94K0.2%
Fidelity Freedom Index 2015 Fund Mutual fund$60K0.1%
Fidelity Freedom Index 2010 Fund Mutual fund$3K<0.1%

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