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Original filing (PDF)20250915092804NAL0001208064001
EMILY'S LIST
Form 5500
FILING_RECEIVED
EMILY'S LIST 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
255
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMILY'S LIST.
Plan sponsor
Name
EMILY'S LIST
EIN
52-1391360
Address
1800 M STREET NW · SUITE 375N · WASHINGTON, DC · 20036
Phone
(202) 419-3172
Industry
Other Services (ex. Public Admin)see 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
2025-09-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MULLEN,SONDBERG,WIMBISH & STONE,PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLECTIVE WEALTH PARTNERS | — | ATLANTA, GA | NONE | $24K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
| GRID 202 PARTNERS | 83-1312401 | — | NONE | $10K | — |
Investments
35 direct securities · 1 pooled fund· $15.5M(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
$15.4M
35 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Allocation R4 MFS 0 | — | — | — | $3.0M | 19.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.9M | 12.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.5M | 9.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.4M | 8.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 6.7% | |
| MFS Moderate Allocation R4 MFS 0 | — | — | — | $900K | 5.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $882K | 5.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $757K | 4.9% | |
| Hartford MidCap R6 Hartford 0 | — | — | — | $597K | 3.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $542K | 3.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $440K | 2.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $386K | 2.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 55 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $365K | 2.4% | |
| Invesco Global R6 Invesco 0 | — | — | — | $306K | 2.0% | |
| MFS Aggressive Growth Allocation R4 MFS 0 | — | — | — | $249K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $196K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $196K | 1.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $156K | 1.0% | |
| BlackRock Health Sciences Opp Port Instl BlackRock 0 | — | — | — | $117K | 0.8% | |
| MFS Conservative Allocation R4 MFS 0 | — | — | — | $115K | 0.7% | |
| American Eupac R6 AmericanEupac 0 | — | — | — | $103K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $83K | 0.5% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $72K | 0.5% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $40K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $40K | 0.3% | |
| PIMCO Total Return Instl PIMCO 0 | — | — | — | $29K | 0.2% | |
| T Rowe Price Int US Sm-Cap Grth Eqty I T Row Price 0 | — | — | — | $17K | 0.1% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $14K | <0.1% | |
| MFS New Discovery Value R6 MFS 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Victory Sycamore Established Value R6 Victory 0 | — | — | — | $6K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $6K | <0.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| Amana Growth Institutional Amana 0 | — | — | — | $1K | <0.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1K | <0.1% |
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