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Original filing (PDF)20250731125651NAL0005281953001
EZURIO LLC
Form 5500
FILING_RECEIVED
EZURIO LLC 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
182
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EZURIO LLC.
Plan sponsor
Name
EZURIO LLC
EIN
83-3098075
Address
50 SOUTH MAIN STREET · SUITE 1100 · AKRON, OH · 44308
Phone
(847) 839-6004
Industry
Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $71K | — |
Investments
29 direct securities · 1 pooled fund· $33.5M(99% 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
$32.7M
28 holdings
Mutual Funds
$806K
1 holding
Common Collective Trust
$23K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Inc. Fidelity 500 Index Fund | — | — | — | $5.2M | 15.5% | |
| Fidelity Investments Inc. Fidelity Contrafund Fund Class K | — | — | — | $4.8M | 14.2% | |
| American Funds American Funds Target Date 2030 Retirement Fund | — | — | — | $3.9M | 11.7% | |
| American Funds American Funds Target Date 2035 Retirement Fund | — | — | — | $3.9M | 11.5% | |
| American Funds American Funds Target Date 2050 Retirement Fund | — | — | — | $2.5M | 7.4% | |
| American Funds American Funds Target Date 2040 Retirement Fund | — | — | — | $2.5M | 7.3% | |
| American Funds American Funds Target Date 2045 Retirement Fund | — | — | — | $1.5M | 4.5% | |
| American Funds American Funds Target Date 2025 Retirement Fund | — | — | — | $1.1M | 3.4% | |
| American Funds American Funds Target Date 2055 Retirement Fund | — | — | — | $1.1M | 3.2% | |
| Fidelity Investments Inc. Fidelity Extended Market Index Fund | — | — | — | $1.1M | 3.2% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $1.0M | 3.0% | |
| and Money Market Mutual Fund American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $806K | 2.4% | |
| PGIM Total Return Bond Class R6 | — | — | — | $530K | 1.6% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $514K | 1.5% | |
| Neuberger Berman Neuberger Berman Genesis Fund R6 Class | — | — | — | $446K | 1.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $360K | 1.1% | |
| The Hartford International Opportunities Fund Class R5 | — | — | — | $343K | 1.0% | |
| Fidelity Investments Inc. Fidelity Puritan Fund Class K | — | — | — | $271K | 0.8% | |
| American Funds American Funds Target Date 2020 Retirement Fund | — | — | — | $266K | 0.8% | |
| Fidelity Investments Inc. Fidelity Government Money Market | — | — | — | $230K | 0.7% | |
| American Funds American Funds Target Date 2010 Retirement Fund | — | — | — | $226K | 0.7% | |
| American Funds American Funds Target Date 2060 Retirement Fund | — | — | — | $214K | 0.6% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | — | $163K | 0.5% | |
| American Century American Century Inflation Adjusted Bond Fund Class R5 | — | — | — | $138K | 0.4% | |
| Macquarie Systematic Emerging Markets Equity Fund Class I | — | — | — | $117K | 0.3% | |
| Principal Real Estate Securities Fund Institutional Class | — | — | — | $94K | 0.3% | |
| Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $85K | 0.3% | |
| PGIM High Yield Fund Class R6 | — | — | — | $55K | 0.2% | |
| Stable Value Collective Trust * Fidelity Management Trust Company Fidelity Managed Income Portfolio I | — | — | — | $23K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $23K | <0.1% |
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