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Original filing (PDF)20251009145729NAL0006765457001
ELSA LLC
Form 5500
FILING_RECEIVED
ELSA LLC 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
770
Accounts w/ balance
731
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FA NEW INSIGHTS I" is 29% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELSA LLC.
Plan sponsor
Name
ELSA LLC
EIN
35-1720708
Address
1240 S. STATE RD 37 · ELWOOD, IN · 46036
Phone
(765) 552-5200
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PILE CPAS
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 | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $0 | — |
Investments
36 direct securities · 1 pooled fund· $32.2M(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
$31.3M
36 holdings
Common Collective Trust
$869K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA NEW INSIGHTS I | — | — | — | $9.3M | 29.0% | |
| VRTS C MDCP VAL EQ A | — | — | — | $2.8M | 8.7% | |
| FA GOV INCOME I | — | — | — | $2.8M | 8.6% | |
| FA BALANCED A | — | — | — | $1.5M | 4.6% | |
| IS S&P 500 IDX A | — | — | — | $1.2M | 3.7% | |
| FA DIVERS INTL A | — | — | — | $1.2M | 3.7% | |
| FID GOVT MMKT | — | — | — | $1.2M | 3.6% | |
| Participant Loans | — | — | — | $1.2M | 3.6% | |
| FA FREEDOM 2045 K6 | — | — | — | $1.1M | 3.3% | |
| FA FREEDOM 2035 K6 | — | — | — | $964K | 3.0% | |
| FA FREEDOM 2030 K6 | — | — | — | $897K | 2.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $869K | 2.7% | |
| FA FREEDOM 2060 K6 | — | — | — | $865K | 2.7% | |
| FA FREEDOM 2050 K6 | — | — | — | $773K | 2.4% | |
| FA FREEDOM 2040 K6 | — | — | — | $763K | 2.4% | |
| FA GROWTH OPPS A | — | — | — | $664K | 2.1% | |
| FA EQUITY GROWTH A | — | — | — | $636K | 2.0% | |
| FA FREEDOM 2055 K6 | — | — | — | $537K | 1.7% | |
| FA GROWTH & INCOME I | — | — | — | $498K | 1.5% | |
| FA FREEDOM 2065 K6 | — | — | — | $453K | 1.4% | |
| MFS MID CAP GRTH R3 | — | — | — | $419K | 1.3% | |
| PIM TOTAL RETURN A | — | — | — | $295K | 0.9% | |
| INVS DIVRS DIVIDND A | — | — | — | $262K | 0.8% | |
| FA FREEDOM 2025 K6 | — | — | — | $208K | 0.6% | |
| IS R2000 SM-CAP A | — | — | — | $176K | 0.5% | |
| J H TRITON S | — | — | — | $148K | 0.5% | |
| VS EMERGING MKTS A | — | — | — | $121K | 0.4% | |
| FA FREEDOM INCOME K6 | — | — | — | $107K | 0.3% | |
| ABF SM CAP VALUE A | — | — | — | $98K | 0.3% | |
| IS MSCI EAFE INTL A | — | — | — | $97K | 0.3% | |
| FA FREEDOM 2010 K6 | — | — | — | $44K | 0.1% | |
| IS R MID-CAP IDX A | — | — | — | $36K | 0.1% | |
| FA FREEDOM 2020 K6 | — | — | — | $33K | 0.1% | |
| COL EMERGING MKTS A | — | — | — | $27K | <0.1% | |
| CB MID CAP A | — | — | — | $14K | <0.1% | |
| FA FREEDOM 2015 K6 | — | — | — | $2K | <0.1% | |
| BNYM BOND MK IDX INV | — | — | — | $87 | <0.1% |
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