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Original filing (PDF)20250705091716NAL0001114755001
ELLISON TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ELLISON TECHNOLOGIES EMPLOYEES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
370
Accounts w/ balance
544
Plan assets (EOY)
$84.4M
Net assets (EOY)
$84.4M
How this plan invests
This plan
40 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 ELLISON TECHNOLOGIES, INC..
Plan sponsor
Name
ELLISON TECHNOLOGIES, INC.
EIN
95-3406732
Address
9912 SOUTH PIONEER BLVD. · SANTA FE SPRINGS, CA · 90670
Phone
(562) 676-1134
Industry
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
2025-07-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUCAS, HORSFALL, MURPHY & PINDROH L
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $49K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $5K | — |
| FUTUREPLAN BY ASCENSUS - KRAVITZ | — | ENCINO, CA | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
40 direct securities· $84.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $10.9M | 12.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $10.5M | 12.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $10.4M | 12.4% | |
| Key Guaranteed Portfolio Fund General Account - 1.66% | — | — | — | $5.0M | 5.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.7M | 5.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $3.8M | 4.6% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $3.6M | 4.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $3.5M | 4.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $3.3M | 3.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $3.1M | 3.7% | |
| Vanguard Growth Index Admiral Fund Mutual Fund | — | — | — | $2.8M | 3.4% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $2.7M | 3.2% | |
| AB Large CAP Growth Z Mutual Fund | — | — | — | $1.8M | 2.1% | |
| Vanguard Total International Stock Index Admiral F Mutual Fund | — | — | — | $1.8M | 2.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.9% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | — | — | — | $1.6M | 1.8% | |
| Vanguard Total Stock Market Index Admiral Fund Mutual Fund | — | — | — | $1.4M | 1.7% | |
| Vanguard Equity-Income Admiral Fund Mutual Fund | — | — | — | $1.3M | 1.5% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $934K | 1.1% | |
| Vanguard REIT Index Admiral Fund Mutual Fund | — | — | — | $816K | 1.0% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual Fund | — | — | — | $815K | 1.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $813K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual Fund | — | — | — | $717K | 0.8% | |
| American Funds EuroPacific Growth R6 Fund Mutual Fund | — | — | — | $587K | 0.7% | |
| Participant Loans May 2035 | — | — | — | $551K | 0.7% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $438K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $408K | 0.5% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $400K | 0.5% | |
| Vanguard Mid Cap Growth Index Admiral Fund Mutual Fund | — | — | — | $393K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral Fund Mutual Fund | — | — | — | $392K | 0.5% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund | — | — | — | $352K | 0.4% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $340K | 0.4% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $329K | 0.4% | |
| T. Rowe Price Small-Cap Value Fund Mutual Fund | — | — | — | $298K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Fund Mutual Fund | — | — | — | $287K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Fund | — | — | — | $107K | 0.1% | |
| DoubleLine Core Fixed Income Fund Mutual Fund | — | — | — | $52K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard LifeStrategy Income Fund Mutual Fund | — | — | — | $7K | <0.1% |
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