Original filing (PDF)20250718115301NAL0002560960001

80/20, LLC

Name: 80/20, LLC — 80/20, LLC RETIREMENT READINESS 401(K) PLAN, Form 5500 (2024)
Creator: 80/20, LLC

Form 5500

FILING_RECEIVED

80/20, LLC RETIREMENT READINESS 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

385

Accounts w/ balance

290

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 80/20, LLC.

Plan sponsor

Name

80/20, LLC

EIN

35-1675357

Address

1701 SOUTH 400 EAST · COLUMBIA CITY, IN · 467258753

Phone

(260) 248-8030

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT PLAN CONCEPTS & SERVICES	—	FORT WAYNE, IN	THIRD PARTY ADMIN.	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	SERVICE PROVIDER	$0	—
KESTRA ADVISORY SERVICES, LLC

Investments

1 pooled fund· $17.2M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.