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Original filing (PDF)20230829130825NAL0006323696001
ELIE TAHARI, LTD
Form 5500
FILING_RECEIVED
TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
104
Accounts w/ balance
285
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELIE TAHARI, LTD.
Plan sponsor
Name
ELIE TAHARI, LTD
EIN
22-2778105
Address
16 BLEEKER ST · MILLBURN, NJ · 074011415
Phone
(973) 671-6300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-29
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
WITHUM SMITH & BROWN'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | CINCINNATI, OH | RECORDKEEPER | $35K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | NEW YORK, NY | ADVISOR CONSULTANT | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH + BROWN | 22-2027092 | — | AUDITOR | $3K | — |
Investments
1 pooled fund· $1.5M(10% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINICIPAL FIXED ACCOUNT FIDELITY INVESTMENTS · EIN 04-2644778 / PN 001 | Pooled Separate Account | $1.5M | 9.9% |