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Original filing (PDF)20251015094657NAL0008586226001
ECLINICAL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
ECLINICAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
200
Accounts w/ balance
276
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECLINICAL SOLUTIONS LLC.
Plan sponsor
Name
ECLINICAL SOLUTIONS LLC
EIN
46-1093068
Address
603 WEST STREET · MANSFIELD, MA · 02048
Phone
(508) 594-6327
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $20K | — |
| THIRD PARTY ADMINISTRATORS, INC. | 02-0491055 | — | RECORDKEEPER | $6K | — |
| NBT BANK NA | 15-0395735 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY - PL | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP, LLC | 23-1974276 | — | TPA | $675 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US | 39-0859910 | — | AUDIT | $18K | — |
Investments
32 direct securities· $20.6M(100% of reported assets)
Uncategorized
$17.7M
31 holdings
Mutual Funds
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Mutual Funds | — | — | $2.8M | 13.8% | |
| BlackRock Life Path Index 2035 K N/A | — | — | — | $1.9M | 9.3% | |
| BlackRock Life Path Index 2040 K N/A | — | — | — | $1.5M | 7.1% | |
| BlackRock Life Path Index 2050 K N/A | — | — | — | $1.4M | 7.0% | |
| BlackRock Life Path Index 2045 K N/A | — | — | — | $1.1M | 5.3% | |
| Fidelity Contrafund N/A | — | — | — | $1.0M | 5.0% | |
| BlackRock Life Path Index Retirement K N/A | — | — | — | $1.0M | 5.0% | |
| BlackRock Life Path Index 2055 K N/A | — | — | — | $955K | 4.6% | |
| BlackRock Technology Opportunities Svc N/A | — | — | — | $808K | 3.9% | |
| Fidelity Mid Cap Index N/A | — | — | — | $607K | 3.0% | |
| MFS Massachusetts Investors Growth Stock R3 N/A | — | — | — | $469K | 2.3% | |
| PGIM Total Return Bond R6 N/A | — | — | — | $459K | 2.2% | |
| Transamerica International Equity R6 N/A | — | — | — | $458K | 2.2% | |
| BlackRock Life Path Index 2030 K N/A | — | — | — | $454K | 2.2% | |
| BlackRock Health Sciences Opportunities Institutional N/A | — | — | — | $444K | 2.2% | |
| Oakmark International Investor N/A | — | — | — | $435K | 2.1% | |
| Fidelity Emerging Markets Index N/A | — | — | — | $421K | 2.0% | |
| BlackRock Life Path Index 2060 K N/A | — | — | — | $410K | 2.0% | |
| Columbia Dividend Income R N/A | — | — | — | $408K | 2.0% | |
| Insurance Funds * Transamerica Stable Value Core Option | — | — | — | $380K | 1.8% | |
| Fidelity Small Cap Index N/A | — | — | — | $369K | 1.8% | |
| MFS New Discovery Value R6 N/A | — | — | — | $367K | 1.8% | |
| BlackRock iShares U.S. Aggregate Bond Index K N/A | — | — | — | $317K | 1.5% | |
| Hartford Mid Cap R6 N/A | — | — | — | $286K | 1.4% | |
| Participant Loans Notes receivable from participants, with interest rates ranging $0 | — | — | — | $260K | 1.3% | |
| Transamerica Large Cap Value R6 N/A | — | — | — | $244K | 1.2% | |
| MFS Value R3 N/A | — | — | — | $240K | 1.2% | |
| Vanguard Real Estate Index Admiral N/A | — | — | — | $239K | 1.2% | |
| PGIM High Yield R6 N/A | — | — | — | $211K | 1.0% | |
| BlackRock Life Path Index 2065 K N/A | — | — | — | $210K | 1.0% | |
| Neuberger Berman Neuberger Berman Sustainable Equity R3 N/A | — | — | — | $163K | 0.8% | |
| Transamerica High Yield Bond R6 N/A | — | — | — | $135K | 0.7% |