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Original filing (PDF)20251001044130NAL0005782195001
35 TECHNOLOGIES GROUP, INC.
Form 5500
FILING_RECEIVED
35 TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
116
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 35 TECHNOLOGIES GROUP, INC..
Plan sponsor
Name
35 TECHNOLOGIES GROUP, INC.
EIN
20-8034722
Address
2280 N. RONALD REAGAN BLVD., 101 · LONGWOOD, FL · 32750
Phone
(407) 402-2119
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCDIRMIT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARPENTER MORSE GROUP | — | LONGWOOD, FL | CONTRACT ADMIN | $5K | — |
Investments
28 direct securities· $9.0M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Templeton DynaTech Fund Class R - | — | — | — | $1.3M | 13.5% | |
| American Funds Growth Fund of America Class R3 - | — | — | — | $1.0M | 10.7% | |
| American Funds New Perspective Fund Class R3 - | — | — | — | $937K | 9.8% | |
| American Funds 2030 Target Date Retirement Fund Class R3 - | — | — | — | $761K | 8.0% | |
| American Funds 2040 Target Date Retirement Fund Class R3 - | — | — | — | $538K | 5.6% | |
| American Funds American Balanced Fund Class R3 - | — | — | — | $513K | 5.4% | |
| American Funds 2025 Target Date Retirement Fund Class R3 - | — | — | — | $367K | 3.9% | |
| American Funds 2045 Target Date Retirement Fund Class R3 - | — | — | — | $334K | 3.5% | |
| J.P. Morgan Growth Advantage Fund Class R2 - | — | — | — | $332K | 3.5% | |
| American Funds 2035 Target Date Retirement Fund Class R3 - | — | — | — | $317K | 3.3% | |
| American Funds Bond Fund of America Class R3 - | — | — | — | $302K | 3.2% | |
| American Funds Capital Income Builder Class R3 - | — | — | — | $299K | 3.1% | |
| American Funds Washington Mutual Investors Fund Class R3 - | — | — | — | $256K | 2.7% | |
| Invesco Global Real Estate Fund Class R - | — | — | — | $250K | 2.6% | |
| American Funds EuroPacific Growth Fund Class R3 - | — | — | — | $248K | 2.6% | |
| Invesco Diversified Dividend Fund Class R - | — | — | — | $227K | 2.4% | |
| Columbia Threadneedle Global Value Fund Class R - | — | — | — | $187K | 2.0% | |
| American Funds American Mutual Fund Class R3 - | — | — | — | $177K | 1.9% | |
| MFS Value Fund Class R2 - | — | — | — | $153K | 1.6% | |
| American Funds American High-Income Trust Class R3 - | — | — | — | $136K | 1.4% | |
| American Funds New Economy Fund Class R3 - | — | — | — | $84K | 0.9% | |
| American Funds 2050 Target Date Retirement Fund Class R3 - | — | — | — | $66K | 0.7% | |
| Franklin Templeton Developing Markets Trust Class R - | — | — | — | $45K | 0.5% | |
| American Funds U.S. Gov't Money Market Fund Class R3 - | — | — | — | $41K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund Class R3 - | — | — | — | $41K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund Class R3 - | — | — | — | $27K | 0.3% | |
| American Funds 2055 Target Date Retirement Fund Class R3 - | — | — | — | $19K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R3 - | — | — | — | $4K | <0.1% |
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