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Original filing (PDF)20250827145714NAL0009504497001
EMONEY ADVISOR, LLC
Form 5500
FILING_RECEIVED
EMONEY ADVISOR, LLC 401(K) PLAN
401(k) retirement plan
Active participants
626
Accounts w/ balance
851
Plan assets (EOY)
$100.3M
Net assets (EOY)
$100.3M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMONEY ADVISOR, LLC.
Plan sponsor
Name
EMONEY ADVISOR, LLC
EIN
26-4703468
Address
4 RADNOR CORPORATE CENTER · SUITE 300 · RADNOR, PA · 19087
Phone
(610) 684-1100
Industry
Finance & Insurancesee 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
2025-08-27
Pension benefit codes
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)
2E · Profit-sharing
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
Investments
40 direct securities · 1 pooled fund· $100.1M(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.
Uncategorized
$98.5M
40 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $17.9M | 17.9% | |
| Fidelity 500 Index Fund | — | — | — | $10.7M | 10.7% | |
| Fidelity Puritan Fund | — | — | — | $6.2M | 6.2% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $5.3M | 5.3% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $4.8M | 4.7% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $4.7M | 4.7% | |
| JPMorgan JPM Large Cap Growth R5 | — | — | — | $4.1M | 4.1% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $3.8M | 3.8% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $3.7M | 3.7% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $2.9M | 2.9% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $2.8M | 2.8% | |
| Vanguard Midcap Index Fund | — | — | — | $2.8M | 2.8% | |
| Vanguard Small-Cap Index Fund | — | — | — | $2.3M | 2.3% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | — | — | — | $2.2M | 2.2% | |
| John Hancock Bond Fund Class R6 | — | — | — | $2.1M | 2.1% | |
| MFS Institutional International Equity Fund | — | — | — | $2.0M | 2.0% | |
| GQG Partners Emerging Markets Equity Fund | — | — | — | $1.9M | 1.9% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $1.9M | 1.9% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $1.7M | 1.7% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $1.7M | 1.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| JPMorgan JPM Equity Income R5 | — | — | — | $1.6M | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $1.4M | 1.4% | |
| Fidelity Brokeragelink account Participant directed investments | — | — | — | $1.3M | 1.3% | |
| Federated Institutional High Yield Bond | — | — | — | $907K | 0.9% | |
| American Funds Europacific Growth Fund Class R6 | — | — | — | $860K | 0.9% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $802K | 0.8% | |
| Fidelity Small Cap Index | — | — | — | $695K | 0.7% | |
| AllianceBernstein Small Cap Growth Fund Class I | — | — | — | $646K | 0.6% | |
| Vanguard REIT Index Fund | — | — | — | $586K | 0.6% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $559K | 0.6% | |
| JPMorgan JPM Small Cap Value Fund Class R6 | — | — | — | $381K | 0.4% | |
| Morgan Stanley Global Fixed Income Opportunities | — | — | — | $371K | 0.4% | |
| Vanguard Wellesley Income Fund | — | — | — | $348K | 0.3% | |
| Virtus Fund Advisers Ceredex Mid-Cap Value Equity Fund I | — | — | — | $292K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Inst. | — | — | — | $206K | 0.2% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $125K | 0.1% | |
| Fidelity Government Money Market | — | — | — | $87K | <0.1% | |
| Fidelity Freedom Index Inc. IPR | — | — | — | $34K | <0.1% | |
| Fidelity Freedom Index 2010 IPR 414 * Fidelity Freedom Index 2015 IPR | — | — | — | $11K | <0.1% |
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