How big is EBQ, LLC's plan?

EBQ, LLC's plan reported $2.8M in assets and 143 participants for 2024.

Original filing (PDF)20250527103900NAL0003923619001

EBQ, LLC

Name: EBQ, LLC — EBQ Retirement Plan, Form 5500 (2024)
Creator: EBQ, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EBQ Retirement Plan

401(k) retirement plan · EBQ, LLC's EBQ Retirement Plan held $2.8M in plan assets for 143 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Possibly inadequate fidelity bondCorrective distributions issued

Active participants

143

Accounts w/ balance

108

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Robert Ploeger signed EBQ, LLC's 2024 Form 5500 as plan administrator.

Robert Ploeger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EBQ, LLC's EIN is 92-1383965.

EIN 92-1383965

Plan number 001

Plan year 2024

ACK ID 20250527103900NAL0003923619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EBQ, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EBQ, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EBQ, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

EBQ, LLC

EIN

all filings

Address

13341 W. US 290 · BLDG. 2 · AUSTIN, TX · 78737

Phone

(512) 637-9696

Industry

Management of Companies / Holdings

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

2025-05-27

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$684	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FROST BANK	74-6036463	—	ADVISOR	$12K	—

Investments

27 direct securities· $2.8M(100% of reported assets)

Mutual Funds

$2.1M

21 holdings

Common Collective Trusts

$600K

5 holdings

U.S. Treasuries

$40K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$560K	20.2%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$430K	15.5%
Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$245K	8.8%
Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$238K	8.6%
Fidelity Management Trust Company Franklin Dynatech Fund	Mutual Funds	—	—	$225K	8.1%
Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$193K	7.0%
Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$160K	5.8%
Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$146K	5.3%
Fidelity Management Trust Company Fidelity International Index Fund	Common Collective Trusts	—	—	$106K	3.8%
Fidelity Management Trust Company Vanguard Mid Cap Value Index Adm	Mutual Funds	—	—	$103K	3.7%
Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$55K	2.0%
Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund ** 205 * Participant Loans Interest Rate: 5.25% -10.5%	Mutual Funds	—	—	$42K	1.5%
Fidelity Management Trust Company MFS Mid Cap Growth Fund	Mutual Funds	—	—	$42K	1.5%
Fidelity Management Trust Company TCW Met West Total Ret Bond Fund	U.S. Treasuries	—	—	$40K	1.4%
Fidelity Management Trust Company MFS Value Fund R6	Mutual Funds	—	—	$30K	1.1%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$28K	1.0%
Fidelity Management Trust Company Vanguard Explorer Adm	Mutual Funds	—	—	$27K	1.0%
Fidelity Management Trust Company Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$21K	0.7%
Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$20K	0.7%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$15K	0.5%
Fidelity Management Trust Company Lord Abbott SH DTN Inc Fund	Mutual Funds	—	—	$11K	0.4%
Fidelity Management Trust Company Vanguard Small Cap Value Index Adm	Mutual Funds	—	—	$10K	0.4%
Fidelity Management Trust Company Fidelity Govt Money Market	Mutual Funds	—	—	$9K	0.3%
Fidelity Management Trust Company American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$7K	0.2%
Fidelity Management Trust Company American Funds Balanced Fund	Mutual Funds	—	—	$3K	0.1%
Fidelity Management Trust Company Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$3K	0.1%
Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$3K	<0.1%