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Original filing (PDF)20260324151207NAL0002651633001
3 DAY BLINDS LLC
Form 5500
FILING_RECEIVED
3 DAY BLINDS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.3 moNo recordkeeper disclosed
Active participants
996
Accounts w/ balance
1,014
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
83
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3 DAY BLINDS LLC.
Plan sponsor
Name
3 DAY BLINDS LLC
EIN
26-3823059
Address
167 TECHNOLOGY DRIVE · IRVINE, CA · 92618
Phone
(800) 800-3329
Industry
Constructionsee 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
2026-03-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2F · ERISA section 404(c)
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 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $49K | — |
Investments
28 direct securities· $51.1M(100% of reported assets)
Uncategorized
$44.1M
27 holdings
Mutual Funds
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index N/R | Mutual Funds | — | — | $7.0M | 13.6% | |
| JP Morgan Funds SmartRetirement 2030 N/R | — | — | — | $5.1M | 10.0% | |
| JP Morgan Funds SmartRetirement 2025 N/R | — | — | — | $4.6M | 9.0% | |
| Pioneer Investments Fundamental Growth N/R | — | — | — | $4.0M | 7.8% | |
| JP Morgan Funds SmartRetirement 2035 N/R | — | — | — | $3.9M | 7.6% | |
| JP Morgan Funds SmartRetirement 2045 N/R | — | — | — | $3.5M | 6.9% | |
| JP Morgan Funds SmartRetirement 2040 N/R | — | — | — | $3.2M | 6.3% | |
| Fully Benefit-Responsive Investment Contract Empower Annuity Insurance Guaranteed Income Fund N/R | — | — | — | $2.7M | 5.2% | |
| Columbia Funds Large-Cap Value fund N/R | — | — | — | $2.3M | 4.5% | |
| JP Morgan Funds SmartRetirement 2050 N/R | — | — | — | $1.7M | 3.3% | |
| JP Morgan Funds SmartRetirement 2020 N/R | — | — | — | $1.6M | 3.2% | |
| JP Morgan Funds SmartRetirement 2055 N/R | — | — | — | $1.3M | 2.5% | |
| Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $1.2M | 2.3% | |
| Goldman Sachs Funds Intl Equity Insights N/R | — | — | — | $1.2M | 2.3% | |
| Invesco Funds EQV International Small Company N/R | — | — | — | $1.1M | 2.1% | |
| Voya Funds Mid Cap Opportunities Fund N/R | — | — | — | $982K | 1.9% | |
| Vanguard Funds Total International Stock Index N/R | — | — | — | $875K | 1.7% | |
| Nuveen Large Cap Responsibility Equity N/R | — | — | — | $858K | 1.7% | |
| Pioneer Investments Bond Funds N/R | — | — | — | $850K | 1.7% | |
| JP Morgan Funds SmartRetirement Income N/R | — | — | — | $634K | 1.2% | |
| Columbia Small- Cap Value A N/R | — | — | — | $584K | 1.1% | |
| Virtus Funds Small-Cap Sustainable Growth N/R | — | — | — | $574K | 1.1% | |
| Columbia Funds Mid-Cap Value N/R | — | — | — | $482K | 0.9% | |
| JP Morgan Funds SmartRetirement 2060 N/R | — | — | — | $346K | 0.7% | |
| AllianceBernstein Funds High Income N/R | — | — | — | $315K | 0.6% | |
| Virtus Real Estate Securities A N/R | — | — | — | $117K | 0.2% | |
| Money Market Fund Pioneer Investments U.S Government Money Market N/R | — | — | — | $71K | 0.1% | |
| Pioneer Investments Strategic Income N/R | — | — | — | $69K | 0.1% |
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