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Original filing (PDF)20251015203619NAL0002872099001
E ENTITIES, LLC
Form 5500
FILING_RECEIVED
SAELA 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~145 bps in Sched C fees
Active participants
263
Accounts w/ balance
73
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds" is 26% of plan.
- 145 bps in Schedule C fees — 178% above peer band of 52 bps.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E ENTITIES, LLC.
Plan sponsor
Name
E ENTITIES, LLC
EIN
81-5281899
Address
1290 SANDHILL RD · OREM, UT · 84058
Phone
(385) 236-5283
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
2025-10-15
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
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | THIRD PARTY ADMIN | $4K | — |
Investments
10 direct securities· $1.0M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $286K | 25.4% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $218K | 19.3% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $133K | 11.8% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $105K | 9.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $100K | 8.9% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $49K | 4.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $48K | 4.3% | |
| AMERICAN FUNDS INTERNATIONAL VNTG R6 Mutual Funds ** 387 FIDELITY 500 INDEX Mutual Funds | — | — | — | $26K | 2.3% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Funds ** 138 AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds | — | — | — | $23K | 2.0% | |
| INVESCO REAL ESTATE R6 Mutual Funds ** 840 JANUS HENDERSON GROWTH AND INCOME N Mutual Funds ** 588 * EI FIXED ACCOUNT - SERIES CLASS I Guaranteed Investment Contract | — | — | — | $19K | 1.7% |
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