Original filing (PDF)20251015112044NAL0006082224001

EATING RECOVERY CENTER LLC

Name: EATING RECOVERY CENTER LLC — EATING RECOVERY CENTER 401(K) PLAN, Form 5500 (2024)
Creator: EATING RECOVERY CENTER LLC

Form 5500

FILING_RECEIVED

EATING RECOVERY CENTER 401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

2,010

Accounts w/ balance

2,895

Plan assets (EOY)

$85.8M

Net assets (EOY)

$85.8M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EATING RECOVERY CENTER LLC.

Plan sponsor

Name

EATING RECOVERY CENTER LLC

EIN

26-1175128

Address

7351 E. LOWRY BLVD. · SUITE 200 · DENVER, CO · 802306083

Phone

(303) 825-8584

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$155K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$73K	—

Investments

30 direct securities· $85.6M(100% of reported assets)

Other securities

$82.8M

28 holdings

Cash / Money Market

$2.8M

2 holdings

					% of plan
Fidelity Investments Fidelity Freedom Index 2055 Fund Premier Class	Other securities	—	—	$15.3M	17.8%
Fidelity Investments Fidelity Freedom Index 2045 Fund Premier Class	Other securities	—	—	$11.8M	13.8%
Fidelity Investments Fidelity Freedom Index 2050 Fund Premier Class	Other securities	—	—	$10.6M	12.4%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$8.9M	10.4%
Fidelity Investments Fidelity Freedom Index 2060 Fund Premier Class	Other securities	—	—	$7.0M	8.2%
Fidelity Investments Fidelity Freedom Index 2040 Fund Premier Class	Other securities	—	—	$3.9M	4.6%
Fidelity Investments Fidelity Total International Index Fund	Other securities	—	—	$3.1M	3.6%
Fidelity Investments Fidelity Contrafund	Other securities	—	—	$2.8M	3.2%
Fidelity Investments Fidelity Freedom Index 2035 Fund Premier Class	Other securities	—	—	$2.7M	3.2%
Fidelity Investments Fidelity Freedom Index 2065 Fund Premier Class	Other securities	—	—	$2.7M	3.1%
Fidelity Investments Fidelity Freedom Index 2030 Fund Premier Class	Other securities	—	—	$2.2M	2.5%
Fidelity Investments Fidelity Government Money Market Fund Class K6	Cash / Money Market	—	—	$2.1M	2.5%
Fidelity Investments Fidelity Total Bond K6 Fund	Other securities	—	—	$2.1M	2.4%
The American Funds American Balanced Fund	Other securities	—	—	$1.8M	2.1%
Fidelity Investments Fidelity Freedom Index 2025 Fund Premier Class	Other securities	—	—	$1.6M	1.8%
Janus International Holding, LLC Janus Henderson Enterprise Fund	Other securities	—	—	$1.6M	1.8%
Fidelity Investments Fidelity Equity-Income Fund	Other securities	—	—	$878K	1.0%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$850K	1.0%
American Century Investments American Century Mid Cap Value Fund	Other securities	—	—	$724K	0.8%
Fidelity Investments Fidelity Government Money Market Fund ** 17 * Participant loans Interest rates ranging from 4.25% to 9.50% -0-	Cash / Money Market	—	—	$690K	0.8%
Dimensional Fund Advisors DFA US Targeted Value Portfolio	Other securities	—	—	$611K	0.7%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$579K	0.7%
Fidelity Investments Fidelity Real Estate Index Fund	Other securities	—	—	$520K	0.6%
Fidelity Investments Fidelity Small Cap Growth Index Fund	Other securities	—	—	$231K	0.3%
American Century Investments American Funds U.S. Government Securities Fund	Other securities	—	—	$209K	0.2%
Fidelity Investments Fidelity Freedom Index 2020 Fund Premier Class	Other securities	—	—	$147K	0.2%
Fidelity Investments Fidelity Freedom Index Income Fund Premier Class	Other securities	—	—	$56K	<0.1%
Fidelity Investments Fidelity Freedom Index 2010 Fund Premier Class	Other securities	—	—	$12K	<0.1%
Fidelity Investments Fidelity Freedom Index 2070 Fund Premier Class	Other securities	—	—	$3K	<0.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund Premier Class	Other securities	—	—	$2K	<0.1%