How big is Emplifi Inc.'s plan?

Emplifi Inc.'s plan reported $17.0M in assets and 116 participants for 2024.

Original filing (PDF)20251014145648NAL0003088273001

Emplifi Inc.

Name: Emplifi Inc. — Emplifi Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Emplifi Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Emplifi Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Emplifi Inc.'s Emplifi Inc. 401(k) Profit Sharing Plan held $17.0M in plan assets for 116 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions29% in single holdingSelf-directed brokerage offered

Active participants

116

Accounts w/ balance

244

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

People on this filing

Peter Bennfors signed Emplifi Inc.'s 2024 Form 5500 as plan administrator.

Peter Bennfors — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Emplifi Inc.'s EIN is 31-1453471.

EIN 31-1453471

Plan number 001

Plan year 2024

ACK ID 20251014145648NAL0003088273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Emplifi Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Emplifi Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMPLIFI INC..

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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

Top-tier plan health

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

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 356K (18% of contributions).

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

EMPLIFI INC.

EIN

all filings

Address

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

Phone

(614) 508-6100

Industry

Professional & Technical Services

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

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)

Mutual Funds

$14.2M

19 holdings

Other securities

$1.3M

7 holdings

Common Collective Trusts

$1.3M

5 holdings

Bonds / Notes

$85K

1 holding

Self-Directed Brokerage

$42K

1 holding

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