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Original filing (PDF)20251007165005NAL0002832611001
ELITECH GROUP, INC.
Form 5500
FILING_RECEIVED
ELITECH GROUP INC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
179
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 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 ELITECH GROUP, INC..
Plan sponsor
Name
ELITECH GROUP, INC.
EIN
87-0284733
Address
370 WEST 1700 SOUTH · LOGAN, UT · 84321
Phone
(435) 752-6011
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES SIMKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $164 | — |
Investments
13 direct securities · 18 pooled funds· $24.0M(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.
Pooled Separate Account
$17.2M
18 holdings
Uncategorized
$6.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund n/a | — | — | — | $4.1M | 18.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.9M | 12.5% | |
| INTERNATIONAL BLEND / AQR FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 125 | Pooled Separate Account | — | — | $2.8M | 12.4% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $2.5M | 10.7% | |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 150 | Pooled Separate Account | — | — | $2.2M | 9.7% | |
| Empower Annuity Insurance Company Emerging Markets Equity/QMA n/a | — | — | — | $1.0M | 4.6% | |
| EMERGING MKTS EQTY/PGIM QUANT SOLUT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 030 | Pooled Separate Account | — | — | $1.0M | 4.6% | |
| PGIM REAL ASSETS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 789 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $909K | 4.0% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $908K | 4.0% | |
| Putnam Global TEC R6 n/a | — | — | — | $876K | 3.8% | |
| MID CAP GROWTH / WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $797K | 3.5% | |
| SMALL CAP GROWTH / EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $772K | 3.4% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $741K | 3.2% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $380K | 1.7% | |
| Jennison PGIM Jennison Health Sciences R6 n/a | — | — | — | $217K | 0.9% | |
| T. Rowe Price T. Rowe Price Financial Services Fund I n/a | — | — | — | $191K | 0.8% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $116K | 0.5% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $101K | 0.4% | |
| through July 2030. - | — | — | — | $100K | 0.4% | |
| Invesco Energy Fund R6 n/a | — | — | — | $64K | 0.3% | |
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | — | — | $41K | 0.2% | |
| Empower Annuity Insurance Company PGIM Q.S. International Developing Markets Index n/a | — | — | — | $35K | 0.2% | |
| PGIM Q.S. INTNL DEV MKTS INDX (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 791 | Pooled Separate Account | — | — | $35K | 0.2% | |
| Vanguard Market Neutral Fund n/a | — | — | — | $30K | 0.1% | |
| Nuveen Small Cap Blend Index R6 n/a | — | — | — | $23K | <0.1% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $19K | <0.1% | |
| Principal Mid Cap SP 400 Index R6 n/a | — | — | — | $14K | <0.1% | |
| Nuveen Emerging Markets Equity Index R6 n/a | — | — | — | $7K | <0.1% | |
| PIMCO Real Return Instl n/a | — | — | — | $2K | <0.1% | |
| MID CAP GROWTH / FRONTIER CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 559 | Pooled Separate Account | — | — | $0 | <0.1% |
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