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Original filing (PDF)20250702051938NAL0007401427001
ONLINE LABELS GROUP, LLC
Form 5500
FILING_RECEIVED
ONLINE LABELS GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
357
Accounts w/ balance
300
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONLINE LABELS GROUP, LLC.
Plan sponsor
Name
ONLINE LABELS GROUP, LLC
EIN
85-3986447
Address
2021 E LAKE MARY BLVD. · SANFORD, FL · 32773
Phone
(407) 339-2626
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
29 direct securities · 1 pooled fund· $17.7M(97% 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.
Registered Investment Companies
$16.5M
29 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.1M | 17.1% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.9M | 10.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.4M | 7.9% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.3M | 7.2% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $1.2M | 6.7% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.4% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $763K | 4.2% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $521K | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $515K | 2.8% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $496K | 2.7% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $490K | 2.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $490K | 2.7% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $439K | 2.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $403K | 2.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $367K | 2.0% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $341K | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $334K | 1.8% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $322K | 1.8% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $312K | 1.7% | |
| FID ADV SMALL CAP VALUE I | Registered Investment Companies | — | — | $283K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $219K | 1.2% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $205K | 1.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $189K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $163K | 0.9% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $161K | 0.9% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $138K | 0.8% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $115K | 0.6% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $94K | 0.5% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $90K | 0.5% | |
| EV SHORT DUR GOVT INCOME I | Registered Investment Companies | — | — | $84K | 0.5% |
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