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Original filing (PDF)20251015115921NAL0004470417001
E80 GROUP INC
Form 5500
FILING_RECEIVED
ELETTRIC 80 INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
149
Accounts w/ balance
119
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
40 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E80 GROUP INC.
Plan sponsor
Name
E80 GROUP INC
EIN
20-0884419
Address
8100 MONTICELLO AVE. · SKOKIE, IL · 60076
Phone
(847) 329-7717
Industry
Manufacturingsee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, 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 | $4K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
40 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2040 K Mutual Funds | — | — | — | $2.2M | 15.0% | |
| FID BLUE CHIP GR Mutual Funds | — | — | — | $1.8M | 12.5% | |
| FID FREEDOM 2035 K Mutual Funds | — | — | — | $1.5M | 10.6% | |
| FID FREEDOM 2055 K Mutual Funds | — | — | — | $1.2M | 8.5% | |
| FID FREEDOM 2045 K Mutual Funds | — | — | — | $961K | 6.7% | |
| FID FREEDOM 2050 K Mutual Funds | — | — | — | $933K | 6.5% | |
| FID OTC PORTFOLIO Mutual Funds | — | — | — | $760K | 5.3% | |
| FID TOTAL MKT IDX Mutual Funds | — | — | — | $544K | 3.8% | |
| FID FREEDOM 2060 K Mutual Funds | — | — | — | $475K | 3.3% | |
| FID SM CAP DISCOVERY Mutual Funds | — | — | — | $315K | 2.2% | |
| FID FREEDOM 2020 K Mutual Funds ** 221 * FID FREEDOM 2030 K Mutual Funds | — | — | — | $284K | 2.0% | |
| FID SMALL CAP VALUE Mutual Funds | — | — | — | $272K | 1.9% | |
| FID LARGE CAP STOCK Mutual Funds | — | — | — | $258K | 1.8% | |
| FID OVERSEAS Mutual Funds | — | — | — | $229K | 1.6% | |
| FID FOCUSED STOCK Mutual Funds | — | — | — | $220K | 1.5% | |
| FID LEVERGD CO STK Mutual Funds | — | — | — | $211K | 1.5% | |
| FID GROWTH STRAT Mutual Funds | — | — | — | $209K | 1.5% | |
| FID INTL DISCOVERY Mutual Funds | — | — | — | $200K | 1.4% | |
| FID VALUE DISCOV Mutual Funds | — | — | — | $199K | 1.4% | |
| FID PURITAN Mutual Funds | — | — | — | $186K | 1.3% | |
| FID DIVIDEND GR Mutual Funds | — | — | — | $185K | 1.3% | |
| FID EXTD MKT IDX Mutual Funds | — | — | — | $172K | 1.2% | |
| maturities through April 2032 0 | — | — | — | $126K | 0.9% | |
| FID FREEDOM 2065 K Mutual Funds | — | — | — | $117K | 0.8% | |
| FID FIDELITY FUND Mutual Funds | — | — | — | $113K | 0.8% | |
| FID CAPITAL APPREC Mutual Funds | — | — | — | $92K | 0.6% | |
| FID REAL ESTATE INVS Mutual Funds | — | — | — | $82K | 0.6% | |
| FID SHORT TERM BOND Mutual Funds | — | — | — | $68K | 0.5% | |
| FID TOTAL BOND Mutual Funds | — | — | — | $67K | 0.5% | |
| FID INTL CAP APPREC Mutual Funds | — | — | — | $64K | 0.4% | |
| FID GOVT MMKT Money Market Fund | — | — | — | $54K | 0.4% | |
| FID VALUE STRAT Mutual Funds | — | — | — | $51K | 0.4% | |
| FID EQUITY INC Mutual Funds | — | — | — | $47K | 0.3% | |
| FID INVST GR BD Mutual Funds | — | — | — | $41K | 0.3% | |
| FID VALUE Mutual Funds | — | — | — | $40K | 0.3% | |
| FID INTERMED BOND Mutual Funds | — | — | — | $39K | 0.3% | |
| FID EQ DIV INCOME Mutual Funds | — | — | — | $20K | 0.1% | |
| FID STK SEL SM CAP Mutual Funds | — | — | — | $12K | <0.1% | |
| FID STKSEL LGCAP VAL Mutual Funds | — | — | — | $11K | <0.1% | |
| FID FREEDOM INC K Mutual Funds | — | — | — | $4K | <0.1% |
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