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Original filing (PDF)20251013212429NAL0001978561001
3DEGREES GROUP, INC.
Form 5500
FILING_RECEIVED
3DEGREES GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
222
Accounts w/ balance
384
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MyCompass Ind Mod 2055 Fd R Registered Investment Company" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
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 3DEGREES GROUP, INC..
Plan sponsor
Name
3DEGREES GROUP, INC.
EIN
20-8434582
Address
235 MONTGOMERY STREET · SUITE 320 · SAN FRANCISCO, CA · 94104
Phone
(415) 335-7988
Industry
All Other Professional Services· 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTING, INC. | 65-0739643 | MELVILLE, NY | THIRD PARTY ADMIN | $0 | — |
Investments
36 direct securities · 1 pooled fund· $43.6M(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
$22.0M
36 holdings
Pooled Separate Account
$21.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.6M | 97.0% | |
| MyCompass Ind Mod 2055 Fd R Registered Investment Company | — | — | — | $5.8M | 26.0% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $5.0M | 22.4% | |
| MyCompass Ind Mod 2045 Fd R Registered Investment Company | — | — | — | $1.6M | 7.1% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.1M | 5.0% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $1.0M | 4.5% | |
| MyCompass Ind Mod 2035 Fd R Registered Investment Company | — | — | — | $956K | 4.3% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $826K | 3.7% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $658K | 3.0% | |
| American Funds Cap Wld G&I R6 Registered Investment Company | — | — | — | $570K | 2.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $494K | 2.2% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $457K | 2.0% | |
| MyCompass Ind Mod Ret Fd R Registered Investment Company | — | — | — | $366K | 1.6% | |
| MyCompass Ind Agg 2035 Fd R Registered Investment Company | — | — | — | $358K | 1.6% | |
| AmCen Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $317K | 1.4% | |
| MFS International Grw Fund R6 Registered Investment Company | — | — | — | $310K | 1.4% | |
| Vangrd Explorer Fund Adm Registered Investment Company | — | — | — | $292K | 1.3% | |
| Carillon Eagle Mid Cap Grw R6 Registered Investment Company | — | — | — | $250K | 1.1% | |
| PGIM High Yield Fund R6 Registered Investment Company | — | — | — | $222K | 1.0% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $191K | 0.9% | |
| Voya Fixed Account (4450) Guaranteed Investment Contract | — | — | — | $187K | 0.8% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $175K | 0.8% | |
| maturing through April 2054 -0- | — | — | — | $159K | 0.7% | |
| MyCompass Ind Mod 2065 Fd R Registered Investment Company | — | — | — | $145K | 0.7% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $134K | 0.6% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $113K | 0.5% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $111K | 0.5% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | — | — | — | $36K | 0.2% | |
| MyCompass Ind Agg 2055 Fd R Registered Investment Company | — | — | — | $33K | 0.1% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $30K | 0.1% | |
| MyCompass Ind Agg 2045 Fd R Registered Investment Company | — | — | — | $27K | 0.1% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company | — | — | — | $22K | <0.1% | |
| MyCompass Ind Cns Ret Fd R Registered Investment Company | — | — | — | $16K | <0.1% | |
| MyCompass Ind Agg 2065 Fd R Registered Investment Company | — | — | — | $5K | <0.1% | |
| MyCompass Ind Cns 2055 F R Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vangrd Tot Int Bnd In F Adm Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | — | — | — | $2K | <0.1% |
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