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Original filing (PDF)20251029133108NAL0000634803001
LEAFLY HOLDINGS, INC.
Form 5500
FILING_RECEIVED
LEAFLY HOLDINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 35.4 mo13 service providers
Active participants
194
Accounts w/ balance
287
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 35.4 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEAFLY HOLDINGS, INC..
Plan sponsor
Name
LEAFLY HOLDINGS, INC.
EIN
45-3834135
Address
600 1ST AVE, SUITE 330, · PMB 88154, · SEATTLE, WA · 981042205
Phone
(206) 257-7903
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-10-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TREMPER & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $33K | — |
Other
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| DELAWARE FUNDS | — | PHILADELPHIA, PA | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| LORD ABBETT FUNDS | 13-3731507 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| VANGUARD FUNDS | 23-1945930 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| VOYA FUNDS | — | ARIZONA, AZ | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $8.9M(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
$8.9M
30 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $2.2M | 25.0% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $2.0M | 22.4% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $1.4M | 15.4% | |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | — | — | — | $743K | 8.4% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $514K | 5.8% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $455K | 5.1% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $242K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND | — | — | — | $240K | 2.7% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND | — | — | — | $166K | 1.9% | |
| FIDELITY CONTRAFUND MUTUAL FUND | — | — | — | $139K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND | — | — | — | $93K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $91K | 1.0% | |
| DELAWARE SMALL CAP VALUE INSTL MUTUAL FUND | — | — | — | $88K | 1.0% | |
| HARTFORD DIVIDEND AND GROWTH R6 MUTUAL FUND | — | — | — | $82K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $62K | 0.7% | |
| JANUS HENDERSON TRITON N MUTUAL FUND | — | — | — | $48K | 0.5% | |
| MFS MID CAP GROWTH R6 MUTUAL FUND | — | — | — | $47K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $41K | 0.5% | |
| VANGUARD MID CAP INDEX MUTUAL FUND | — | — | — | $41K | 0.5% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 MUTUAL FUND | — | — | — | $37K | 0.4% | |
| FIDELITY REAL ESTATE INDEX MUTUAL FUND | — | — | — | $35K | 0.4% | |
| DFA INFLATION PROTECTED SECURITIES PORT MUTUAL FUND | — | — | — | $28K | 0.3% | |
| LORD ABBETT HIGH YIELD R6 MUTUAL FUND | — | — | — | $22K | 0.3% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 5.75% | — | — | — | $19K | 0.2% | |
| VOYA INTERMEDIATE BOND R6 MUTUAL FUND | — | — | — | $19K | 0.2% | |
| MFS GLOBAL EQUITY R6 MUTUAL FUND | — | — | — | $17K | 0.2% | |
| PIMCO INCOME INSTL MUTUAL FUND | — | — | — | $15K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $11K | 0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE STABLE VALUE E COMMON COLLECTIVE TRUST | — | — | — | $3K | <0.1% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |