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Original filing (PDF)20251006160737NAL0002240531001
66DEGREES, LLC
Form 5500
FILING_RECEIVED
66DEGREES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
337
Accounts w/ balance
404
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- 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 66DEGREES, LLC.
Plan sponsor
Name
66DEGREES, LLC
EIN
27-1703575
Address
600 WEST VAN BUREN STREET · STE 603 · CHICAGO, IL · 60607
Phone
(312) 701-4720
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 71-0294708 | CHARLOTTE, NC | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES INC. | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement N/R | — | — | — | $3.8M | 21.1% | |
| Vanguard 500 Index Admiral N/R | — | — | — | $3.7M | 20.1% | |
| American Funds 2045 Target Date Retirement N/R | — | — | — | $2.8M | 15.2% | |
| American Funds 2050 Target Date Retirement N/R | — | — | — | $2.0M | 10.8% | |
| American Funds 2060 Target Date Retirement N/R | — | — | — | $1.5M | 8.1% | |
| American Funds 2035 Target Date Retirement N/R | — | — | — | $839K | 4.6% | |
| American Funds 2040 Target Date Retirement N/R | — | — | — | $713K | 3.9% | |
| Vanguard Small-Cap Index Admiral N/R | — | — | — | $541K | 3.0% | |
| AB Collective Large Cap Growth III Fee Class R1 CIT N/R | — | — | — | $455K | 2.5% | |
| American Funds 2030 Target Date Retirement N/R | — | — | — | $265K | 1.5% | |
| American Funds 2065 Target Date Retirement N/R | — | — | — | $214K | 1.2% | |
| Vanguard Mid-Cap Index Admiral N/R | — | — | — | $200K | 1.1% | |
| JP Morgan Equity Income Fund Class R6 N/R | — | — | — | $182K | 1.0% | |
| Amana Growth Investments N/R | — | — | — | $171K | 0.9% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $161K | 0.9% | |
| Participant Loans Interest rates: 5.50% to 9.50% N/R | — | — | — | $139K | 0.8% | |
| Franklin Templeton Small Cap Value R6 N/R | — | — | — | $83K | 0.5% | |
| American Funds 2025 Target Date Retirement N/R | — | — | — | $72K | 0.4% | |
| Vanguard Short-Term Investment Grade N/R | — | — | — | $61K | 0.3% | |
| American Century Mid Cap Value Fee Class R1 CIT N/R | — | — | — | $58K | 0.3% | |
| MFS Investment Mgmt International Growth II - R1 N/R | — | — | — | $57K | 0.3% | |
| Voya Intermediate Bond R6 N/R | — | — | — | $40K | 0.2% | |
| Delaware Funds Ivy Small Cap Growth R6 N/R | — | — | — | $34K | 0.2% | |
| Massachusetts Financial Services Mid Cap Growth Class R6 N/R | — | — | — | $33K | 0.2% | |
| American Funds 2015 Target Date Retirement N/R | — | — | — | $30K | 0.2% | |
| American Funds New World R6 N/R | — | — | — | $30K | 0.2% | |
| Voya Fixed Account N/R | — | — | — | $28K | 0.2% | |
| Amana Participation Investments N/R | — | — | — | $20K | 0.1% | |
| Janus Henderson Multi-Sector Income - Class N N/R | — | — | — | $16K | <0.1% | |
| American Funds 2020 Target Date Retirement N/R | — | — | — | $10K | <0.1% | |
| Impax Asset Management Sustainable Allocation Investments N/R | — | — | — | $8K | <0.1% | |
| Admiral * Voya Government Money Market A N/R | — | — | — | $7K | <0.1% |
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