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Original filing (PDF)20250924175538NAL0009550307001
ELEMENTUM LTD
Form 5500
FILING_RECEIVED
ELEMENTUM RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
38
Accounts w/ balance
97
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENTUM LTD.
Plan sponsor
Name
ELEMENTUM LTD
EIN
98-1200641
Address
50 W BROADWAY STE 333 PMB 86814 · SALT LAKE CITY, UT · 84101
Phone
(650) 318-1491
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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities · 1 pooled fund· $9.4M(100% 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.
Uncategorized
$9.4M
22 holdings
Common Collective Trust
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.9M | 20.6% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.5M | 16.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.2M | 12.8% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $750K | 8.0% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $731K | 7.8% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $718K | 7.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $482K | 5.1% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $403K | 4.3% | |
| MFS Growth Fund Class R6 Mutual fund | — | — | — | $341K | 3.6% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | — | — | — | $309K | 3.3% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $267K | 2.9% | |
| Fidelity Low-Priced Stock Fund Mutual fund | — | — | — | $227K | 2.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $180K | 1.9% | |
| Dodge & Cox Income Fund Class I Mutual fund | — | — | — | $76K | 0.8% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual fund | — | — | — | $54K | 0.6% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $43K | 0.5% | |
| Putnam VT Large Cap Value Fund Class IA Collective trust | — | — | — | $36K | 0.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $36K | 0.4% | |
| Driehaus Emerging Markets Growth Fund Mutual fund | — | — | — | $32K | 0.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $24K | 0.3% | |
| American Funds EuroPac Growth Fund R-6 Mutual fund | — | — | — | $9K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $7K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $2K | <0.1% |
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