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Original filing (PDF)20231011080245NAL0018739299001
LIBRARY ASSOCIATES LLC
Form 5500
FILING_RECEIVED
LIBRARY ASSOCIATES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
189
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
24 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBRARY ASSOCIATES LLC.
Plan sponsor
Name
LIBRARY ASSOCIATES LLC
EIN
81-0799369
Address
PMB 1837 · 1000 BRICKELL AVE STE 715 · MIAMI, FL · 33131
Phone
(902) 814-8813
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
DEMBO JONES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $25K | — |
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $18K | — |
Investments
24 pooled funds· $5.8M(81% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CL) FLEXPATH INDEX MODERATE 2045 I1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | $1.3M | 17.9% |
| CL) FLEXPATH INDEX MODERATE 2035 I1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | $981K | 13.6% |
| CL) FLEXPATH INDEX MODERATE 2025 I1 GREAT GRAY TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | $773K | 10.8% |
| STABLE VALUE FUND CL I1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | $623K | 8.7% |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $474K | 6.6% |
| CL) FLEXPATH INDEX MODERATE RETIRE GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | $356K | 5.0% |
| CL) FLEXPATH INDEX AGGRESSIVE 2045 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | $256K | 3.6% |
| WESTERN ASSET CORE PLUS BOND CIT R1 GREAT GRAY TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | $235K | 3.3% |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | $224K | 3.1% |
| CL FLEXPATH INDEX CONSERVATIVE 2055 GREAT GRAY TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | $168K | 2.3% |
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | $125K | 1.7% |
| CL) FLEXPATH INDEX AGGRESSIVE 2055 GREAT GRAY TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | $108K | 1.5% |
| MID CAP GROWTH I1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $55K | 0.8% |
| CL) FLEXPATH INDEX MODERATE 2055 I1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | $44K | 0.6% |
| CL) SMALL CAP VALUE FUND II I1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | $40K | 0.6% |
| CL) FLEXPATH INDEX AGGRESSIVE 2025 GREAT GRAY TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | $36K | 0.5% |
| CL) FLEXPATH INDEX AGGRESSIVE 2035 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | $22K | 0.3% |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | $16K | 0.2% |
| CL FLEXPATH INDEX CONSERVATIVE 2045 GREAT GRAY TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | $512 | <0.1% |
| CL FLEXPATH INDEX CONSERVATIVE 2035 GREAT GRAY TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | $34 | <0.1% |
| FLEXPATH INDEX CONSERVATIVE RETIRE WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | $24 | <0.1% |
| FLEXPATH INDEX CONSERVATIVE 2025 I1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | $0 | <0.1% |
| GOLDMAN SACHS STABLE VALUE INSTL 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | $0 | <0.1% |
| LARGE CAP GROWTH II I1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | $0 | <0.1% |
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