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Original filing (PDF)20251015135403NAL0009578370001
24 SEVEN, LLC
Form 5500
FILING_RECEIVED
24 SEVEN, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3,310
Accounts w/ balance
1,421
Plan assets (EOY)
$59.0M
Net assets (EOY)
$59.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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 24 SEVEN, LLC.
Plan sponsor
Name
24 SEVEN, LLC
EIN
11-3525439
Address
105 MAXESS ROAD · SUITE 201N · MELVILLE, NY · 11747
Phone
(212) 966-4426
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE BONADIO GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. & | 71-0294708 | — | RECORD KEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES, LLC | 13-4110995 | — | SERVICE PROVIDER | $0 | — |
| JP MORGAN SECURITIES | 13-1411099 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $112.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$57.1M
31 holdings
Pooled Separate Account
$55.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55.7M | 94.4% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $6.9M | 11.7% | |
| Alger Capital Appreciation Fund Z Pooled Separate Account | — | — | — | $5.4M | 9.1% | |
| Fidelity Freedom Index 2040 InstP Pooled Separate Account | — | — | — | $4.5M | 7.6% | |
| Fidelity Freedom Index 2045 InstP Pooled Separate Account | — | — | — | $4.3M | 7.3% | |
| Fidelity Freedom Index 2055 InstP Pooled Separate Account | — | — | — | $4.2M | 7.1% | |
| Fidelity Freedom Index 2035 InstP Pooled Separate Account | — | — | — | $3.9M | 6.6% | |
| Fidelity Freedom Index 2050 InstP Pooled Separate Account | — | — | — | $3.5M | 6.0% | |
| Vanguard LifeStrat Mod Growth Fund Inv Pooled Separate Account | — | — | — | $3.4M | 5.7% | |
| Vanguard LifeStrat Growth Fund Inv Pooled Separate Account | — | — | — | $2.7M | 4.6% | |
| Fidelity Freedom Index 2060 InstP Pooled Separate Account | — | — | — | $2.2M | 3.8% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | — | $1.9M | 3.3% | |
| Fidelity International Index Fund Pooled Separate Account | — | — | — | $1.8M | 3.0% | |
| BlackRock Equity Dividend Fund K Pooled Separate Account | — | — | — | $1.7M | 2.9% | |
| Fidelity Freedom Index 2030 InstP Pooled Separate Account | — | — | — | $1.6M | 2.7% | |
| Fidelity Freedom Index 2025 InstP Pooled Separate Account | — | — | — | $1.5M | 2.5% | |
| T RowePrice Small-Cap Value Fund I Pooled Separate Account | — | — | — | $1.4M | 2.4% | |
| Voya Fixed Account (4634) Fixed Annuity | — | — | — | $1.1M | 1.9% | |
| Pioneer Strategic Income Fund K Pooled Separate Account | — | — | — | $961K | 1.6% | |
| Pioneer Bond Fund K Pooled Separate Account | — | — | — | $909K | 1.5% | |
| American Century Emerging Markets Fund R6 Pooled Separate Account | — | — | — | $559K | 0.9% | |
| Vanguard LifeStrat Income Fund Inv Pooled Separate Account | — | — | — | $492K | 0.8% | |
| Invesco Real Estate Fund R6 Pooled Separate Account | — | — | — | $427K | 0.7% | |
| Fidelity Freedom Index 2065 InstP Pooled Separate Account | — | — | — | $370K | 0.6% | |
| Lord Abbett Short Duration Inc Fund R6 Pooled Separate Account | — | — | — | $351K | 0.6% | |
| Vanguard LifeStrat Cns Gr Fund Inv Pooled Separate Account | — | — | — | $338K | 0.6% | |
| through August 2039 | — | — | — | $313K | 0.5% | |
| Fidelity Freedom Index 2020 InstP Pooled Separate Account | — | — | — | $121K | 0.2% | |
| Fidelity Freedom Index 2010 InstP Pooled Separate Account | — | — | — | $99K | 0.2% | |
| Fidelity Freedom Index Inc InstP Pooled Separate Account | — | — | — | $55K | <0.1% | |
| Fidelity Freedom Index 2015 InstP Pooled Separate Account | — | — | — | $49K | <0.1% | |
| Voya Gov Money Mkt Fn A Pooled Separate Account | — | — | — | $7K | <0.1% |
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