Original filing (PDF)20251008134559NAL0009529264001

ECLERX, LLC

Name: ECLERX, LLC — ECLERX, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ECLERX, LLC

Form 5500

FILING_RECEIVED

ECLERX, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

417

Accounts w/ balance

262

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Knocking points off

63% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECLERX, LLC.

Plan sponsor

Name

ECLERX, LLC

DBA

1880 JOHN F. KENNEDY BLVD

EIN

98-0366881

Address

7 BRYANT PARK, FLOOR 16 · NEW YORK, NY · 10018

Phone

(267) 488-8742

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

WITHUM

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER	$7K	—
ALLIANT INSURANCE SERVICES, INC.	—	NEW YORK, NY	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT RETIREMENT CONS	—	SAN DIEGO, CA	ADVISORY FEE	$25K	—

Investments

36 direct securities· $19.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Investments S&P 500 ETF -	—	—	—	$2.7M	14.2%
Vanguard Investments Target Retirement 2045 Inv -	—	—	—	$1.6M	8.4%
Vanguard Investments Target Retirement 2040 Inv -	—	—	—	$1.5M	8.0%
Vanguard Investments Target Retirement 2035 Inv -	—	—	—	$1.5M	7.6%
Vanguard Investments Target Retirement 2030 Inv -	—	—	—	$1.4M	7.5%
Vanguard Investments Growth Index Adm -	—	—	—	$1.4M	7.1%
Vanguard Investments Federal Money Market Inv -	—	—	—	$735K	3.8%
Vanguard Investments Target Retirement 2050 Inv -	—	—	—	$709K	3.7%
Vanguard Investments Total Stock Market ETF -	—	—	—	$648K	3.4%
Vanguard Investments Target Retirement 2055 Inv -	—	—	—	$644K	3.3%
Vanguard Investments 500 Index Adm -	—	—	—	$586K	3.0%
Vanguard Investments Small Cap Index Adm -	—	—	—	$545K	2.8%
Vanguard Investments Target Retirement 2025 Inv -	—	—	—	$540K	2.8%
Vanguard Investments Strategic Small-Cap Equity Inv -	—	—	—	$508K	2.6%
Vanguard Investments Total Intl Stock Index Adm -	—	—	—	$463K	2.4%
Vanguard Investments Mid-Cap Growth Index Adm -	—	—	—	$422K	2.2%
Vanguard Investments Target Retirement 2060 Inv -	—	—	—	$417K	2.2%
PIMCO Income Instl -	—	—	—	$417K	2.2%
Vanguard Investments Mid-Cap Value Index Adm -	—	—	—	$354K	1.8%
Macquarie Emerging Markets R6 -	—	—	—	$350K	1.8%
Vanguard Investments Value Index Adm -	—	—	—	$339K	1.8%
Vanguard Investments Real Estate Index Admiral -	—	—	—	$280K	1.5%
JP Morgan Small Cap Value R6 -	—	—	—	$260K	1.3%
Vanguard Investments S&P Mid-Cap 400 ETF -	—	—	—	$206K	1.1%
American Funds Service EuroPacific Gr R6 -	—	—	—	$181K	0.9%
Janus Henderson Triton N -	—	—	—	$175K	0.9%
cash * Notes receivable from Interest rates ranging from 4.25% to -	—	—	—	$135K	0.7%
Lord Abbett Short Duration Income R6 -	—	—	—	$46K	0.2%
Vanguard Investments Target Retirement Income Fund -	—	—	—	$45K	0.2%
PIMCO GNMA and Govt Securities Instl -	—	—	—	$34K	0.2%
Vanguard Investments Total Bond Market Index Adm -	—	—	—	$26K	0.1%
MFS Value R6 -	—	—	—	$19K	0.1%
Vanguard Investments Target Retirement 2065 Inv -	—	—	—	$12K	<0.1%
Vanguard Investments Target Retirement 2020 Inv -	—	—	—	$10K	<0.1%
Vanguard Investments Target Retirement 2070 Inv -	—	—	—	$8K	<0.1%
PGIM Total Return Bond CL Z -	—	—	—	$5K	<0.1%