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Original filing (PDF)20251013110244NAL0001083825001
ENTAD LLC
Form 5500
FILING_RECEIVED
ENTAD LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
215
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm Vanguard 0" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTAD LLC.
Plan sponsor
Name
ENTAD LLC
EIN
27-3624567
Address
700 PRIDES XING, SUITE 200 · NEWARK, DE · 19713
Phone
(872) 713-7837
Industry
Offices of Physicians· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JOSEPH P. MELVIN COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1858818 | — | NONE | $25K | — |
| KESTRA INVESTMENT SERVICES LLC. | — | CHICAGO, IL | NONE | $23K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
Investments
35 direct securities· $20.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.5M | 26.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $2.1M | 9.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.7M | 8.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.5M | 7.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $998K | 4.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $840K | 4.0% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $777K | 3.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $700K | 3.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $644K | 3.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $622K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $512K | 2.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $445K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $439K | 2.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $399K | 1.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $298K | 1.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $279K | 1.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $254K | 1.2% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $237K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $150K | 0.7% | |
| Vanguard Short Term Corp Bd Index Adm Vanguard 0 | — | — | — | $136K | 0.7% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $105K | 0.5% | |
| Loomis Sayles Sr Floating Rate and F/I Y Loomis Sayles 0 | — | — | — | $88K | 0.4% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $86K | 0.4% | |
| Fidelity Advisor Strategic Income I Fidelity 0 | — | — | — | $82K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $60K | 0.3% | |
| Vanguard STAR Inv Vanguard 0 | — | — | — | $54K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $54K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $43K | 0.2% | |
| Loomis Sayles Strategic Income N Loomis Sayles 0 | — | — | — | $36K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $26K | 0.1% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $26K | 0.1% | |
| TCW MetWest Total Return Bond I TCW 0 | — | — | — | $20K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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