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Original filing (PDF)20250909101108NAL0012520035001
ELEMENT 78 PARTNERS, LLC
Form 5500
FILING_RECEIVED
E78 PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
316
Accounts w/ balance
424
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- 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 ELEMENT 78 PARTNERS, LLC.
Plan sponsor
Name
ELEMENT 78 PARTNERS, LLC
EIN
83-0824413
Address
2211 YORK RD · SUITE 200 · OAK BROOK, IL · 60523
Phone
(773) 418-4506
Industry
Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT PLAN FIDUCIARIES LLC
EIN
90-0815510
City
AUSTIN, TX
Phone
(512) 394-6596
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN FIDUCIARIES, LLC | 90-0815510 | — | — | $121K | — |
| ADP, INC. | 13-3036745 | — | — | $12K | — |
| PEGGY S. EDGE, CPA, LLC | 26-4527814 | — | — | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.