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Original filing (PDF)20251218123628NAL0002567251001
EPLICA CORPORATE SERVICES, INC.
Form 5500
FILING_RECEIVED
EPLICA CORPORATE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 moNo recordkeeper disclosed
Active participants
1,612
Accounts w/ balance
399
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
96
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPLICA CORPORATE SERVICES, INC..
Plan sponsor
Name
EPLICA CORPORATE SERVICES, INC.
EIN
27-3608237
Address
2385 NORTHSIDE DR · SUITE 250 · SAN DIEGO, CA · 92108
Phone
(619) 260-2166
Industry
Admin Support & Waste Mgmtsee 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
2025-12-18
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Investments
26 direct securities · 1 pooled fund· $21.0M(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
$20.0M
26 holdings
Common Collective Trust
$966K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisors 500 Index Fund | — | — | — | $3.1M | 14.7% | |
| American Funds Target Date Retirement 2040 | — | — | — | $2.3M | 10.9% | |
| American Funds Target Date Retirement 2050 | — | — | — | $1.7M | 8.1% | |
| American Funds Target Date Retirement 2045 | — | — | — | $1.5M | 7.3% | |
| T. Rowe Price Science and Technology Fund | — | — | — | $1.5M | 6.9% | |
| American Funds Target Date Retirement 2035 | — | — | — | $1.4M | 6.8% | |
| American Funds Target Date Retirement 2055 | — | — | — | $1.2M | 5.6% | |
| JPMorgan Large Cap Growth | — | — | — | $1.1M | 5.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $966K | 4.6% | |
| American Funds Target Date Retirement 2060 | — | — | — | $931K | 4.4% | |
| American Funds Target Date Retirement 2030 | — | — | — | $590K | 2.8% | |
| Fidelity Advisors Mid Cap Index Fund | — | — | — | $561K | 2.7% | |
| MFS Value Fund | — | — | — | $543K | 2.6% | |
| American Funds New Perspective Fund | — | — | — | $478K | 2.3% | |
| Fidelity Advisors International Index Fund | — | — | — | $434K | 2.1% | |
| American Funds Target Date Retirement 2065 | — | — | — | $385K | 1.8% | |
| Fidelity Advisors Small Cap Index Fund | — | — | — | $344K | 1.6% | |
| American Funds Target Date Retirement 2025 | — | — | — | $329K | 1.6% | |
| American Funds Target Date Retirement 2010 | — | — | — | $324K | 1.5% | |
| JPMorgan Mid Cap Growth | — | — | — | $319K | 1.5% | |
| Fidelity Advisors Advisor Total Bond Fund | — | — | — | $221K | 1.0% | |
| Voya Small Cap Growth | — | — | — | $217K | 1.0% | |
| American Funds Target Date Retirement 2020 | — | — | — | $209K | 1.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% | — | — | — | $150K | 0.7% | |
| Franklin Templeton Small Cap Value Fund | — | — | — | $103K | 0.5% | |
| MFS Mid Cap Value Fund | — | — | — | $50K | 0.2% | |
| American Funds Target Date Retirement 2015 | — | — | — | $37K | 0.2% |
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