Back to filter
Original filing (PDF)20251013112023NAL0000529475001
ELWYN
Form 5500
FILING_RECEIVED
ELWYN DEFINED CONTRIBUTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,534
Accounts w/ balance
3,065
Plan assets (EOY)
$73.7M
Net assets (EOY)
$73.7M
How this plan invests
This plan
26 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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELWYN.
Plan sponsor
Name
ELWYN
EIN
23-1352117
Address
111 ELWYN ROAD · ELWYN, PA · 190634622
Phone
(610) 891-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $13K | — |
Investments
26 direct securities· $68.1M(92% of reported assets)
Uncategorized
$66.6M
24 holdings
Guaranteed Income / GIC
$1.4M
1 holding
Mutual Funds
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $9.1M | 12.3% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $8.4M | 11.4% | |
| Vanguard Target Retirement 2040 Investor Shares | — | — | — | $7.3M | 9.9% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $6.9M | 9.3% | |
| Vanguard Target Retirement 2045 Investor Shares | — | — | — | $6.6M | 8.9% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $6.3M | 8.5% | |
| Vanguard Target Retirement 2050 Investor Shares | — | — | — | $5.4M | 7.4% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $3.2M | 4.3% | |
| Vanguard 500 Index Admiral Class | — | — | — | $2.5M | 3.4% | |
| Vanguard Target Retirement 2020 Investor Shares | — | — | — | $2.4M | 3.2% | |
| JP Morgan JP Morgan Large Cap Growth Class R6 | — | — | — | $1.6M | 2.2% | |
| * The Lincoln National Life Insurance Company Lincoln Stable Value Account | Guaranteed Income / GIC | — | — | $1.4M | 2.0% | |
| Participant Loans Interest rate 4.25% - 9.50% - | — | — | — | $1.2M | 1.6% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $872K | 1.2% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $818K | 1.1% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $683K | 0.9% | |
| American Funds American Funds Europacific Growth Class R6 | — | — | — | $666K | 0.9% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $641K | 0.9% | |
| T. Rowe Price T Rowe Price Integrated Us Small Cap Growth Equity | — | — | — | $593K | 0.8% | |
| BlackRock Total Return Class K Shares | — | — | — | $419K | 0.6% | |
| MFS Mid Cap Growth Class R6 | — | — | — | $368K | 0.5% | |
| MFS Mid Cap Value Class R6 | — | — | — | $308K | 0.4% | |
| Vanguard Target Retirement 2065 Investor Shares | — | — | — | $278K | 0.4% | |
| Columbia Threadneedle Columbia Dividend Income Class I3 Shares | — | — | — | $118K | 0.2% | |
| American Beacon American Beacon Small Cap Value R6 Class | Mutual Funds | — | — | $112K | 0.2% | |
| Vanguard Target Retirement 2070 Investor Shares | — | — | — | $6K | <0.1% |