Original filing (PDF)20251015171944NAL0010813794001

Elegance Living Employer, LLC

Name: Elegance Living Employer, LLC — Elegance Living, Form 5500 (2024)
Creator: Elegance Living Employer, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Elegance Living Employer, LLC 401(k) Plan

401(k) retirement plan · Elegance Living Employer, LLC's Elegance Living Employer, LLC 401(k) Plan held $5.4M in plan assets for 1,183 participants in 2024.

Signals · 3

Late participant contributions~306 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,183

Accounts w/ balance

1,215

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Total administrative cost in the bottom quartile of peers (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEGANCE LIVING EMPLOYER, LLC.

Plan sponsor

Name

ELEGANCE LIVING EMPLOYER, LLC

EIN

84-3189155all filings

Address

1416 CLARKVIEW ROAD · BALTIMORE, MD · 21209

Phone

(360) 852-5950

Industry

Health Care & Social Assistance

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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TPG FINANCIAL ADVISORS, LLC	—	PORTLAND, OR	INVESTMENT MANAGER	$31K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT, LLC	—	PHILADELPHIA, PA	CONTRACT ADMINISTRATOR	$134K	—

Investments

27 direct securities· $5.2M(95% of reported assets)

Mutual Funds

$4.4M

20 holdings

Other securities

$456K

5 holdings

Common Collective Trusts

$291K

1 holding

Cash / Money Market

$7K

1 holding

					% of plan
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$754K	13.9%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$713K	13.2%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$623K	11.5%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$486K	9.0%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$427K	7.9%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$323K	6.0%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$316K	5.8%
Vanguard S&P 500 ETF	Common Collective Trusts	—	—	$291K	5.4%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$216K	4.0%
JPMorgan Large Cap Growth R6	Other securities	—	—	$187K	3.5%
JPMorgan Small Cap Growth R6	Other securities	—	—	$174K	3.2%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$165K	3.1%
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$117K	2.2%
through December 2028	Other securities	—	—	$89K	1.6%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$70K	1.3%
Charles Schwab Charles Schwab Small Cap Index	Mutual Funds	—	—	$54K	1.0%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$39K	0.7%
BlackRock iShares US Aggregate Bond Index	Mutual Funds	—	—	$27K	0.5%
MFS International Value R6	Mutual Funds	—	—	$27K	0.5%
Vanguard FTSE Emerging Markets ETF	Mutual Funds	—	—	$21K	0.4%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$17K	0.3%
Vanguard Windsor II Admiral	Mutual Funds	—	—	$11K	0.2%
Vanguard FTSE Developed Markets ETF	Mutual Funds	—	—	$8K	0.2%
Money Market Funds * AdvisorTrust Advisor Trust FDIC Insured DDA	Cash / Money Market	—	—	$7K	0.1%
Columbia Strategic Income Inst3	Other securities	—	—	$5K	<0.1%
Vanguard REIT Index Adm	Mutual Funds	—	—	$2K	<0.1%
Baird Aggegate Bond Inst	Other securities	—	—	$1K	<0.1%