Original filing (PDF)20231013053729NAL0021321587001

ELOCAL HOLDINGS, LLC

Name: ELOCAL HOLDINGS, LLC — ELOCAL.COM 401(K) PLAN, Form 5500 (2022)
Creator: ELOCAL HOLDINGS, LLC

Form 5500

FILING_RECEIVED

ELOCAL.COM 401(K) PLAN

401(k) retirement plan

Active participants

141

Accounts w/ balance

151

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (27 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELOCAL HOLDINGS, LLC.

Plan sponsor

Name

ELOCAL HOLDINGS, LLC

EIN

83-2878542

Address

1010 SPRING MILL AVE · SUITE 200 · CONSHOHOCKEN, PA · 19428

Phone

(610) 629-6415

Industry

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

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BELFINT, LYONS & SHUMAN, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$3K	—
ADP, INC.	13-3036745	—	RECORD KEEPER	$250	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES, INC.	04-2746212	—	INVESTMENT/FI NANCIAL ADV	$8K	—

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.