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Original filing (PDF)20251014122735NAL0005824754001
ENTACT, LLC
Form 5500
FILING_RECEIVED
ENTACT, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
689
Accounts w/ balance
500
Plan assets (EOY)
$52.9M
Net assets (EOY)
$52.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 69% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTACT, LLC.
Plan sponsor
Name
ENTACT, LLC
EIN
77-0594061
Address
999 OAKMONT PLAZA DRIVE · SUITE 300 · WESTMONT, IL · 60559
Phone
(630) 986-2900
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $143K | — |
Investments
23 direct securities · 1 pooled fund· $52.7M(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
$44.6M
22 holdings
Mutual Funds
$6.3M
1 holding
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lfpth Ind Rtrmt K Fund N/R | Mutual Funds | — | — | $6.3M | 11.8% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $5.1M | 9.7% | |
| BlackRock Lfpth Indx 2030 K Fund N/R | — | — | — | $4.9M | 9.3% | |
| BlackRock Lfpth Indx 2040 K Fund N/R | — | — | — | $4.8M | 9.1% | |
| BlackRock Lfpth Indx 2035 K Fund N/R | — | — | — | $4.2M | 7.9% | |
| BlackRock Lfpth Indx 2050 K Fund N/R | — | — | — | $3.4M | 6.4% | |
| BlackRock Lfpth Indx 2055 K Fund N/R | — | — | — | $3.3M | 6.2% | |
| BlackRock Lfpth Indx 2045 K Fund N/R | — | — | — | $2.9M | 5.5% | |
| MFS Growth R6 Fund N/R | — | — | — | $2.7M | 5.1% | |
| BlackRock Lfpth Indx 2060 K Fund N/R | — | — | — | $2.0M | 3.8% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fund N/R | — | — | — | $1.8M | 3.4% | |
| Vanguard Group Vanguard Int-TM Bd Idx Adm Fund N/R | — | — | — | $1.5M | 2.9% | |
| MFS Mid-Cap Growth R6 Fund N/R | — | — | — | $1.3M | 2.5% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund N/R | — | — | — | $1.3M | 2.4% | |
| Participant Loans Maturities through 2029 and interest $0 | — | — | — | $933K | 1.8% | |
| PGIM Investments PGIM Total Ret Bond R6 Fund N/R | — | — | — | $929K | 1.8% | |
| Fidelity Investments Fidelity Glb ex U.S. Index Fund N/R | — | — | — | $924K | 1.7% | |
| MFS Intl Diversification R6 Fund N/R | — | — | — | $668K | 1.3% | |
| BlackRock Lfpth Indx 2065 K Fund N/R | — | — | — | $476K | 0.9% | |
| Wells Fargo Allspring Spec M Cap Value R6 N/R | — | — | — | $476K | 0.9% | |
| Principal SmallCap Growth I R6 Fund N/R | — | — | — | $470K | 0.9% | |
| Delaware Investments Delaware Small Cap Value R6 Fund N/R | — | — | — | $223K | 0.4% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fund N/R | — | — | — | $179K | 0.3% |
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