Original filing (PDF)20251014145648NAL0003088273001

EMPLIFI INC.

Name: EMPLIFI INC. — EMPLIFI INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EMPLIFI INC.

Form 5500

FILING_RECEIVED

EMPLIFI INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

116

Accounts w/ balance

244

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Fidelity Freedom 2035 K Fund Mutual fund" is 29% of plan.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLIFI INC..

Plan sponsor

Name

EMPLIFI INC.

EIN

31-1453471

Address

4200 REGENT STREET · SUITE 200 · COLUMBUS, OH · 43219

Phone

(614) 508-6100

Industry

Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2E · Profit-sharing

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CLARK SCHAEFER HACKETT AND CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$919	—

Investments

33 direct securities· $17.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2035 K Fund Mutual fund	—	—	—	$5.0M	29.1%
Fidelity Freedom 2040 K Fund Mutual fund	—	—	—	$1.4M	8.0%
Fidelity Freedom 2050 K Fund Mutual fund	—	—	—	$1.3M	7.5%
Fidelity Freedom 2055 K Fund Mutual fund	—	—	—	$1.2M	6.9%
Fidelity Freedom 2045 K Fund Mutual fund	—	—	—	$1.0M	6.1%
Fidelity Freedom 2060 K Fund Mutual fund	—	—	—	$1.0M	6.0%
Fidelity 500 Index Fund Mutual fund	—	—	—	$882K	5.2%
Fidelity Freedom 2025 K Fund Mutual fund	—	—	—	$824K	4.8%
Fidelity OTC Portfolio Fund Mutual fund	—	—	—	$819K	4.8%
Fidelity Freedom 2030 K Fund Mutual fund	—	—	—	$497K	2.9%
Fidelity Freedom 2020 K Fund Mutual fund	—	—	—	$401K	2.3%
Pin Oak Equity Fund Mutual fund	—	—	—	$345K	2.0%
FMI International Fund Mutual fund	—	—	—	$298K	1.7%
Fidelity Government Cash Reserves Mutual fund	—	—	—	$286K	1.7%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A Mutual fund	—	—	—	$285K	1.7%
Fidelity Total Bond Fund Mutual fund	—	—	—	$241K	1.4%
Fidelity International Index Fund Mutual fund	—	—	—	$196K	1.2%
Victory Sycamore Established Value Fund Class A Mutual fund	—	—	—	$163K	1.0%
Fidelity Freedom 2065 K Fund Mutual fund	—	—	—	$122K	0.7%
Fidelity Extended Market Index Fund Mutual fund	—	—	—	$121K	0.7%
Janus Henderson Triton Fund Class T Mutual fund	—	—	—	$112K	0.7%
MGL Emerging Markets Fund Class A Mutual fund	—	—	—	$110K	0.6%
Parnassus Mid Cap Fund Mutual fund	—	—	—	$95K	0.6%
Participant Notes Receivable Interest ranging from 4.50% to 9.50% -	—	—	—	$85K	0.5%
Fidelity U.S. Bond Index Fund Mutual fund	—	—	—	$81K	0.5%
Cohen & Steers Real Estate Securities Fund Class A Mutual fund ** $	—	—	—	$46K	0.3%
Self-Directed Brokerage Account Brokerage account	—	—	—	$42K	0.2%
Invesco Diversified Dividend Fund R5 Class Mutual fund	—	—	—	$37K	0.2%
Fidelity Balanced Fund Mutual fund	—	—	—	$33K	0.2%
Fidelity Small Cap Index Fund Mutual fund	—	—	—	$22K	0.1%
Fidelity Freedom Income Fund Mutual fund	—	—	—	$6K	<0.1%
Nuveen Small Cap Value Fund Class A Mutual fund	—	—	—	$5K	<0.1%
Fidelity Freedom 2015 K Fund Mutual fund	—	—	—	$2K	<0.1%