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Original filing (PDF)20251014125913NAL0005938162001
ELEMICA, INC.
Form 5500
FILING_RECEIVED
ELEMICA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
205
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
How this plan invests
This plan
31 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 ELEMICA, INC..
Plan sponsor
Name
ELEMICA, INC.
EIN
04-3715361
Address
550 E. SWEDESFORD RD #310 · WAYNE, PA · 19087
Phone
(610) 786-1200
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
2025-10-14
Pension benefit codes
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)
Auditor
TORRILLO & ASSOCIATES, LLC
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 | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | GREENWOOD VILLAGE, CA | INVESTMENT ADVISOR | $54K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC | — | PITTSBURGH, PA | CONTRACT ADMIN | $4K | — |
| LIMESTONE PENSION ASSOCIATES, INC | — | WILMINGSTON, DE | CONTRACT ADMIN | $0 | — |
Investments
31 direct securities· $28.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $4.9M | 17.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.4M | 12.0% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $2.8M | 9.7% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $2.3M | 8.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.6M | 5.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.3M | 4.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.3M | 4.4% | |
| Dodge & Cox International Stock - I Mutual Fund | — | — | — | $1.1M | 3.9% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $1.1M | 3.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $975K | 3.4% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $965K | 3.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $951K | 3.3% | |
| Mass Mutual Guaranteed Interest Account Guaranteed Investment Contract | — | — | — | $842K | 2.9% | |
| American Funds Moderate G/L Portfolio Fund Mutual Fund | — | — | — | $819K | 2.9% | |
| Vanguard International Stock Index Fund Mutual Fund | — | — | — | $779K | 2.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $715K | 2.5% | |
| Goldman Sachs Small Cap Value Insight Fund Mutual Fund | — | — | — | $632K | 2.2% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $626K | 2.2% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $491K | 1.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $455K | 1.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $94K | 0.3% | |
| Participant loans Outstanding participant loans (interest rates from 4.25%-9.50%); Maturities through 2029 - | — | — | — | $88K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $86K | 0.3% | |
| Fidelity Growth Strategies Fund Mutual Fund | — | — | — | $55K | 0.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $41K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $36K | 0.1% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund | — | — | — | $33K | 0.1% | |
| DFA Real Estate Securities Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Mass Mutual U.S. Government Money Market Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| American Funds American High Income Fund Mutual Fund | — | — | — | $2K | <0.1% |
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