Original filing (PDF)20251015151624NAL0004962913001

EGO, INC. DBA BRAULT

Name: EGO, INC. DBA BRAULT — EMERGENCY GROUPS' OFFICE 401(K) PLAN, Form 5500 (2024)
Creator: EGO, INC. DBA BRAULT

Form 5500

FILING_RECEIVED

EMERGENCY GROUPS' OFFICE 401(K) PLAN

401(k) retirement plan

Active participants

221

Accounts w/ balance

269

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

How this plan invests

This plan

33 pooled trusts

Schedule D

45 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

Helping the score

Below-peer total fees (24 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGO, INC. DBA BRAULT.

Plan sponsor

Name

EGO, INC. DBA BRAULT

DBA

EMERGENCY GROUPS' OFFICE

EIN

95-4278964

Address

180 VIA VERDE STE 100 · SAN DIMAS, CA · 91773

Phone

(626) 447-0296

Industry

Health Care & Social Assistancesee 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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

EISNERAMPER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MONARCH WEALTH STRATEGIES	36-4641092	—	ADVISOR	$11K	—
MORGAN STANLEY	26-4310632	—	INVESTMENT ADVISORY	$6K	—

Investments

11 direct securities · 33 pooled funds· $12.2M(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

$8.5M

33 holdings

Uncategorized

$3.7M

11 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
STATE STREET PTNR W/ TRS MD GR RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504	Pooled Separate Account	—	—	$1.5M	16.3%
AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232	Pooled Separate Account	—	—	$993K	10.5%
Transamerica Life Ins Co Transamerica Stable Val Option	—	—	—	$909K	9.6%
Transamerica Life Ins Co Janus Forty Ret Opt	—	—	—	$775K	8.2%
JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199	Pooled Separate Account	—	—	$775K	8.2%
STATE STREET PTNR W/ TRS GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502	Pooled Separate Account	—	—	$613K	6.5%
American Funds Fdamental Inves Inv Opt Pooled separate account	—	—	—	$526K	5.5%
AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009	Pooled Separate Account	—	—	$526K	5.5%
American Funds New Perspective Inv Pooled separate account	—	—	—	$433K	4.6%
AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023	Pooled Separate Account	—	—	$433K	4.6%
Transamerica Life Ins Co Transamerica Lg Cap Val Ret Opt	—	—	—	$359K	3.8%
TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477	Pooled Separate Account	—	—	$359K	3.8%
TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050	Pooled Separate Account	—	—	$356K	3.8%
TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114	Pooled Separate Account	—	—	$287K	3.0%
TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112	Pooled Separate Account	—	—	$232K	2.4%
TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047	Pooled Separate Account	—	—	$198K	2.1%
JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650	Pooled Separate Account	—	—	$197K	2.1%
Calvert Eq Inv Opt Pooled separate account	—	—	—	$191K	2.0%
CALVERT EQ INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 439	Pooled Separate Account	—	—	$191K	2.0%
INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471	Pooled Separate Account	—	—	$188K	2.0%
Transamerica Life Ins Co State Street S&P Md cp Idx Ret Opt	—	—	—	$173K	1.8%
STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036	Pooled Separate Account	—	—	$173K	1.8%
FIDELITY ADV SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445	Pooled Separate Account	—	—	$159K	1.7%
TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051	Pooled Separate Account	—	—	$135K	1.4%
TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434	Pooled Separate Account	—	—	$127K	1.3%
AMERICAN CENTURY SM CP VAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 401	Pooled Separate Account	—	—	$125K	1.3%
STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033	Pooled Separate Account	—	—	$104K	1.1%
LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086	Pooled Separate Account	—	—	$96K	1.0%
STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035	Pooled Separate Account	—	—	$93K	1.0%
Transamerica Life Ins Co State Street Ptnr w/ TRS Consv Rt Opt	—	—	—	$91K	1.0%
STATE STREET PTNR W/ TRS CONSV RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503	Pooled Separate Account	—	—	$91K	1.0%
Notes receivable from participants Interest rates from 4.25% to 9.50%	—	—	—	$88K	0.9%
TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505	Pooled Separate Account	—	—	$87K	0.9%
Transamerica Life Ins Co AEGON Bd Ret Opt	—	—	—	$71K	0.7%
AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100	Pooled Separate Account	—	—	$71K	0.7%
AMERICAN CENTURY INF-ADJ BD INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 042	Pooled Separate Account	—	—	$64K	0.7%
TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113	Pooled Separate Account	—	—	$57K	0.6%
ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276	Pooled Separate Account	—	—	$56K	0.6%
AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280	Pooled Separate Account	—	—	$51K	0.5%
Transamerica Life Ins Co T. Rowe Pr Gl Multi-Sector Bd Opt	—	—	—	$43K	0.5%
T. ROWE PR GL MULTI-SECTOR BD OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 746	Pooled Separate Account	—	—	$43K	0.5%
TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111	Pooled Separate Account	—	—	$38K	0.4%
TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049	Pooled Separate Account	—	—	$18K	0.2%
TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612	Pooled Separate Account	—	—	$13K	0.1%