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Original filing (PDF)20251015170223NAL0010761506001
EUGENE BURGER MANAGEMENT CORPORATION
Form 5500
FILING_RECEIVED
EBMC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
249
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENE BURGER MANAGEMENT CORPORATION.
Plan sponsor
Name
EUGENE BURGER MANAGEMENT CORPORATION
EIN
94-1703519
Address
5011 MEADOWOOD MALL WAY #200 · RENO, NV · 89502
Phone
(775) 398-5321
Industry
Real Estatesee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KOSMATKA DONNELLY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| PISENTI & BRINKER LLP | 94-1585562 | — | NONE | $0 | — |
Investments
37 direct securities · 1 pooled fund· $13.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.9M
37 holdings
Pooled Separate Account
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.7M | 75.2% | |
| American United Life Insurance Company Fixed Interest Account | — | — | — | $1.1M | 15.1% | |
| American United Life Insurance Company Fidelity Large Cap Growth Index | — | — | — | $731K | 9.6% | |
| American United Life Insurance Company Stable Value Account | — | — | — | $586K | 7.7% | |
| American United Life Insurance Company Vanguard 500 Index Fund Admiral | — | — | — | $564K | 7.4% | |
| AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $457K | 6.0% | |
| American United Life Insurance Company Ishares Russell 1000 Large Cap Index | — | — | — | $429K | 5.7% | |
| American United Life Insurance Company American Funds American Balanced | — | — | — | $415K | 5.5% | |
| American United Life Insurance Company American Funds 2040 Target Date Retirement | — | — | — | $355K | 4.7% | |
| American United Life Insurance Company American Funds Washington Mutual | — | — | — | $336K | 4.4% | |
| American United Life Insurance Company Vanguard Equity Income Fund Admiral | — | — | — | $294K | 3.9% | |
| American United Life Insurance Company American Century Ultra Fund | — | — | — | $213K | 2.8% | |
| American United Life Insurance Company American Funds 2055 Target Date Retirement | — | — | — | $186K | 2.5% | |
| AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $184K | 2.4% | |
| American United Life Insurance Company American Funds Europacific Growth Fund | — | — | — | $181K | 2.4% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | — | — | — | $181K | 2.4% | |
| AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $166K | 2.2% | |
| American United Life Insurance Company JPMorgan Equity Income Fund | — | — | — | $149K | 2.0% | |
| American United Life Insurance Company American Funds 2015 Target Date Retirement ** 129 * American United Life Insurance Company American Funds 2070 Target Date Retirement ** 100 * Notes Receivable from Participants Interest rate of 7.00% | — | — | — | $144K | 1.9% | |
| AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $127K | 1.7% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $125K | 1.6% | |
| PIONEER VIC PIONEER SEL MIDCAP GWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $124K | 1.6% | |
| American United Life Insurance Company Pioneer Select Mid Cap Growth Fund | — | — | — | $124K | 1.6% | |
| American United Life Insurance Company Janus Henderson Triton Fund | — | — | — | $121K | 1.6% | |
| American United Life Insurance Company Thornburg Limited Term Income Fund | — | — | — | $115K | 1.5% | |
| AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $112K | 1.5% | |
| AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $69K | 0.9% | |
| American United Life Insurance Company Pioneer Bond Fund K | — | — | — | $58K | 0.8% | |
| American United Life Insurance Company American Funds 2020 Target Date Retirement | — | — | — | $55K | 0.7% | |
| American United Life Insurance Company Vanguard High-Yield Corporate Fund Admiral | — | — | — | $41K | 0.5% | |
| AMERICAN FUNDS AMERFDS CAP WORLD GRTH&INC R6 MUTUAL FUND SHARES 0 | — | — | — | $24K | 0.3% | |
| American United Life Insurance Company Vanguard Mid Cap Index Fund Admiral | — | — | — | $21K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $19K | 0.3% | |
| American United Life Insurance Company American Funds 2065 Target Date Retirement | — | — | — | $16K | 0.2% | |
| American United Life Insurance Company American Funds International Growth and Income | — | — | — | $10K | 0.1% | |
| AMERICAN FUNDS AMERFDS INTL GR AND INC R6 MUTUAL FUND SHARES 0 | — | — | — | $10K | 0.1% | |
| American United Life Insurance Company MFS Mid Cap Value | — | — | — | $5K | <0.1% | |
| American United Life Insurance Company Fidelity Advanced Small Cap Value | — | — | — | $2K | <0.1% |
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