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Original filing (PDF)20251015082734NAL0004337153001
FATHOM SEO, LLC
Form 5500
FILING_RECEIVED
FATHOM SEO, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~78 bps in Sched C fees
Active participants
1
Accounts w/ balance
64
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
28 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FATHOM SEO, LLC.
Plan sponsor
Name
FATHOM SEO, LLC
EIN
35-2257489
Address
2020 CENTER ST · CLEVELAND, OH · 441132302
Phone
(216) 369-2220
Industry
Custom Computer Programming· 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
2025-10-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS INC | 23-2697799 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
Investments
18 direct securities · 10 pooled funds· $7.6M(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.
Pooled Separate Account
$5.2M
9 holdings
Uncategorized
$2.2M
18 holdings
Common Collective Trust
$165K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.4M | 18.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.3M | 16.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.2M | 15.5% | |
| Vanguard Growth Index Adm Fund Mutual Funds | — | — | — | $751K | 9.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $695K | 9.2% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $475K | 6.3% | |
| Vanguard 500 Index Admiral Fd Mutual Funds | — | — | — | $435K | 5.8% | |
| JP Morgan Mid Cap Growth R6 Fd Mutual Funds | — | — | — | $244K | 3.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $165K | 2.2% | |
| Vanguard Mid Cap Index Adm Fd Mutual Funds | — | — | — | $143K | 1.9% | |
| MFS International Equity R6 Fd Mutual Funds | — | — | — | $100K | 1.3% | |
| AB Global Bond Z Fund Mutual Funds ** 914 PGIM High Yield R6 Fund Mutual Funds | — | — | — | $94K | 1.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $86K | 1.1% | |
| JP Morgan US Res En Eq R6 Fd Mutual Funds | — | — | — | $70K | 0.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $64K | 0.8% | |
| Vanguard Dec Mkts Index Adm Fd Mutual Funds | — | — | — | $63K | 0.8% | |
| Vanguard Value Index Adm Fund Mutual Funds | — | — | — | $59K | 0.8% | |
| Victory Sycamore Est Val R6 Fd Mutual Funds | — | — | — | $50K | 0.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $44K | 0.6% | |
| PGIM Total Ret Bond R6 Fd Mutual Funds | — | — | — | $36K | 0.5% | |
| Vanguard Sm Cap Index Adm Fund Mutual Funds | — | — | — | $35K | 0.5% | |
| Vanguard Sm Cap Val Idx Adm Fd Mutual Funds | — | — | — | $34K | 0.4% | |
| (E) | — | — | — | $27K | 0.4% | |
| American Funds NewWorld R6 Mutual Funds | — | — | — | $27K | 0.4% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $21K | 0.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Funds | — | — | — | $20K | 0.3% | |
| Vanguard RE Index Adm Fund Mutual Funds | — | — | — | $8K | 0.1% | |
| PIMCO Income Institutional Fd Mutual Funds | — | — | — | $6K | <0.1% |
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