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Original filing (PDF)20251005200949NAL0002832545001
EHARMONY, INC.
Form 5500
FILING_RECEIVED
EHARMONY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
27
Accounts w/ balance
167
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
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 (directional)
89
/ 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EHARMONY, INC..
Plan sponsor
Name
EHARMONY, INC.
EIN
95-4775325
Address
10900 WILSHIRE BOULEVARD · SUITE 17 · LOS ANGELES, CA · 90024
Phone
(424) 258-1199
Industry
Retail Tradesee 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
2025-10-05
Pension benefit codes
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
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 | -$32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK | 33-4144829 | — | ACCOUNTANT/AUDITOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities· $19.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company | — | — | — | $4.3M | 21.9% | |
| Fidelity Freedom 2040 K | — | — | — | $2.7M | 13.7% | |
| Fidelity 500 Index | — | — | — | $2.2M | 11.5% | |
| Fidelity Freedom 2050 K | — | — | — | $1.9M | 9.7% | |
| Fidelity Freedom 2045 K | — | — | — | $1.5M | 7.6% | |
| Fidelity Freedom 2025 K | — | — | — | $1.2M | 6.0% | |
| Fidelity Extended Market Index | — | — | — | $764K | 3.9% | |
| Fidelity Freedom 2035 K | — | — | — | $717K | 3.7% | |
| Fidelity Freedom 2030 K | — | — | — | $698K | 3.6% | |
| Fidelity International Index | — | — | — | $617K | 3.2% | |
| Fidelity Freedom 2055 K | — | — | — | $550K | 2.8% | |
| Fidelity Freedom 2020 K | — | — | — | $540K | 2.8% | |
| Dodge & Cox Income | — | — | — | $401K | 2.1% | |
| Vanguard CR Fed Money Market Fund Adm | — | — | — | $332K | 1.7% | |
| DFA U.S. Small Cap | — | — | — | $282K | 1.4% | |
| Vanguard Selected Value | — | — | — | $243K | 1.2% | |
| American Beacon Large Cap Value | — | — | — | $205K | 1.0% | |
| DFA International Small Cap Value | — | — | — | $169K | 0.9% | |
| Participant loans | — | — | — | $85K | 0.4% | |
| DFA Emerging Markets | — | — | — | $80K | 0.4% | |
| Calvert International Responsible Idx R6 | — | — | — | $33K | 0.2% | |
| Calvert US Large Cap Core Rspnb Idx I | — | — | — | $31K | 0.2% | |
| Fidelity Freedom 2015 K | — | — | — | $24K | 0.1% | |
| Vanguard Total Bond Market Index | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Income K | — | — | — | $12K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $46 | <0.1% | |
| Fidelity Freedom 2060 K | — | — | — | $8 | <0.1% |
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