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Original filing (PDF)20251015104135NAL0004616289001
PLAYFLY, LLC
Form 5500
FILING_RECEIVED
PLAYFLY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
643
Accounts w/ balance
760
Plan assets (EOY)
$32.4M
Net assets (EOY)
$32.4M
How this plan invests
This plan
31 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 PLAYFLY, LLC.
Plan sponsor
Name
PLAYFLY, LLC
EIN
85-1210689
Address
22 CASSATT AVENUE · BERWYN, PA · 19312
Phone
(609) 923-7125
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $29K | — |
Investments
31 direct securities· $31.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Mutual Fund (1) | — | — | — | $4.2M | 13.1% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | — | — | — | $3.6M | 11.0% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | — | — | — | $3.6M | 11.0% | |
| Fidelity 500 Index Mutual Fund (1) | — | — | — | $3.5M | 10.7% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | — | — | — | $2.9M | 9.1% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | — | — | — | $2.4M | 7.3% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | — | — | — | $1.3M | 3.9% | |
| Vanguard Target Retirement 2030 Mutual Fund (1) | — | — | — | $1.2M | 3.6% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | — | — | — | $1.1M | 3.5% | |
| Vanguard Developed Markets Index Mutual Fund (1) | — | — | — | $941K | 2.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund (1) | — | — | — | $679K | 2.1% | |
| Avantis U.S. Equity Mutual Fund (1) | — | — | — | $662K | 2.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund (1) | — | — | — | $598K | 1.8% | |
| Avantis Emerging Markets Equity Mutual Fund (1) | — | — | — | $441K | 1.4% | |
| Dodge & Cox Income Mutual Fund (1) | — | — | — | $435K | 1.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund (1) | — | — | — | $429K | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund (1) | — | — | — | $418K | 1.3% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | — | — | — | $411K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund (1) | — | — | — | $398K | 1.2% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund (1) | — | — | — | $388K | 1.2% | |
| Avantis U.S. Small Cap Value Mutual Fund (1) | — | — | — | $385K | 1.2% | |
| Notes receivable from participants Interest rates ranging from 5.25% - 11.50% $-0- | — | — | — | $377K | 1.2% | |
| Avantis International Small Cap Mutual Fund (1) | — | — | — | $371K | 1.1% | |
| Deposit Management Program I Interest bearing cash (1) | — | — | — | $360K | 1.1% | |
| DFA International Core Equity Portfolio Mutual Fund (1) | — | — | — | $349K | 1.1% | |
| DFA Investment Grade Portfolio Mutual Fund (1) | — | — | — | $295K | 0.9% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund (1) | — | — | — | $132K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund (1) | — | — | — | $126K | 0.4% | |
| Fidelity Large Cap Value Index Fund Mutual Fund (1) | — | — | — | $49K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund (1) | — | — | — | $15K | <0.1% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund (1) | — | — | — | $15K | <0.1% |
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