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Original filing (PDF)20250625091152NAL0004625075001
ECO MATERIAL TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
ECO MATERIAL TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
1,109
Accounts w/ balance
1,945
Plan assets (EOY)
$127.6M
Net assets (EOY)
$127.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 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 ECO MATERIAL TECHNOLOGIES INC..
Plan sponsor
Name
ECO MATERIAL TECHNOLOGIES INC.
EIN
87-3609739
Address
10701 S RIVER FRONT PARKWAY · SUITE 300 · SOUTH JORDAN, UT · 84095
Phone
(801) 984-9400
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
2025-06-25
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRAVELLER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $125K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
13 direct securities · 16 pooled funds· $127.6M(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
$73.4M
16 holdings
Uncategorized
$47.0M
11 holdings
Mutual Funds
$7.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company N/A | — | — | — | $22.3M | 17.4% | |
| FID OTC K6 Registered Investment Company N/A | — | — | — | $10.0M | 7.9% | |
| SCHWAB MGD RET 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $9.6M | 7.5% | |
| SCHWAB MGD RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $8.5M | 6.7% | |
| SCHWAB MGD RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $8.5M | 6.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $7.9M | 6.2% | |
| SCHWAB MGD RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $7.9M | 6.2% | |
| SCHWAB MGD RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $6.1M | 4.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.0M | 4.7% | |
| SCHWAB MGD RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $4.6M | 3.6% | |
| MGL SM CAPP CORE R6/DLWR Registered Investment Company SM CAP CORE R6 N/A | Mutual Funds | — | — | $4.3M | 3.4% | |
| JPM EQUITY INCOME R6 Registered Investment Company N/A | — | — | — | $4.2M | 3.3% | |
| SCHWAB MGD RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $3.3M | 2.6% | |
| JPM MID CAP VALUE R6 Registered Investment Company N/A | — | — | — | $3.3M | 2.6% | |
| s (continued) * FID TOTAL BOND K6 Registered Investment Company N/A | Mutual Funds | — | — | $2.9M | 2.3% | |
| SCHWAB MGD RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $2.9M | 2.3% | |
| MFS MID CAP GROWTH 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $2.7M | 2.1% | |
| SCHWAB MGD RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $2.6M | 2.0% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| VANG TOT BD MKT INST Registered Investment Company N/A | — | — | — | $1.9M | 1.5% | |
| Notes Receivable Various maturity dates and interest rates * Participant loans of 4.25% - 9.50% | — | — | — | $1.5M | 1.2% | |
| Interest-bearing cash * FID GOVT MMKT K6 Money Market N/A | — | — | — | $1.1M | 0.9% | |
| VANG INFL PROT ADM Registered Investment Company N/A | — | — | — | $853K | 0.7% | |
| VANG TOT INTL STK AD Registered Investment Company N/A | — | — | — | $781K | 0.6% | |
| FID EXTD MKT IDX Registered Investment Company N/A | — | — | — | $583K | 0.5% | |
| NUVEEN REALESTATE R6 Registered Investment Company N/A | — | — | — | $488K | 0.4% | |
| SCHWAB MGD RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $467K | 0.4% | |
| SCHWAB MGD RET 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $129K | 0.1% | |
| SCHWAB MGD RET INC SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $69K | <0.1% |