How big is Eight Eleven Group, LLC.'s plan?

Eight Eleven Group, LLC.'s plan reported $96.0M in assets and 4,241 participants for 2024.

Original filing (PDF)20251013104010NAL0000491139001

Eight Eleven Group, LLC.

Name: Eight Eleven Group, LLC. — Eight Eleven Group, LLC., Form 5500 (2024)
Creator: Eight Eleven Group, LLC.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eight Eleven Group, LLC. 401(k) Profit Sharing Trust

401(k) retirement plan · Eight Eleven Group, LLC.'s Eight Eleven Group, LLC. 401(k) Profit Sharing Trust held $96.0M in plan assets for 4,241 participants in 2024, with Betterment as recordkeeper.

Signals · 2

Late participant contributions27% in single holding

Active participants

4,241

Accounts w/ balance

2,144

Plan assets (EOY)

$96.0M

Net assets (EOY)

$96.0M

People on this filing

Mark Droese signed Eight Eleven Group, LLC.'s 2024 Form 5500 as plan administrator.

Mark Droese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eight Eleven Group, LLC.'s EIN is 35-2107150.

EIN 35-2107150

Plan number 001

Plan year 2024

ACK ID 20251013104010NAL0000491139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eight Eleven Group, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eight Eleven Group, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

74 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

EIGHT ELEVEN GROUP, LLC.

EIN

all filings

Address

6215 N. COLLEGE AVENUE · INDIANAPOLIS, IN · 46220

Phone

(317) 475-0079

Industry

All Other Professional Services· Professional & Technical Services

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)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$211K	—

Investments

74 direct securities· $95.1M(99% of reported assets)

Mutual Funds

$59.4M

19 holdings

Other securities

$21.4M

46 holdings

Common Collective Trusts

$14.2M

2 holdings

U.S. Treasuries

$61K

4 holdings

Bonds / Notes

$50K

3 holdings

					% of plan
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$26.0M	27.1%
Vanguard FTSE Developed Markets	Mutual Funds	—	—	$21.6M	22.5%
SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$13.9M	14.5%
Vanguard FTSE Emerging Markets	Mutual Funds	—	—	$7.7M	8.0%
iShares Core Total US Bond Market ETF	Other securities	—	—	$6.3M	6.6%
SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$4.9M	5.1%
SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$3.8M	3.9%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$1.5M	1.5%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$1.3M	1.4%
Goldman Sachs ActiveBeta US Large Cap Equity	Other securities	—	—	$1.0M	1.1%
Vanguard Value ETF	Mutual Funds	—	—	$818K	0.9%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$728K	0.8%
iShares MSCI ACWI Low Carbon Target ETF	Other securities	—	—	$715K	0.7%
iShares 0-5 Year TIPS Bond ETF	Other securities	—	—	$707K	0.7%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$562K	0.6%
Goldman Sachs TreasuryAccess 01 Year ETF	Other securities	—	—	$418K	0.4%
JPMorgan Ultra-Short Income	Other securities	—	—	$334K	0.3%
SPDR S&P 500 Fossil Fuel Reserves Free ETF	Common Collective Trusts	—	—	$291K	0.3%
Goldman Sachs ActiveBeta International Equity	Other securities	—	—	$270K	0.3%
Vanguard US Total Bond Market ETF	Mutual Funds	—	—	$212K	0.2%
SPDR MSCI EAFE Fossil Fuel Free ETF	Other securities	—	—	$185K	0.2%
SPDR S&P Kensho New Economies Composite ETF	Other securities	—	—	$183K	0.2%
iShares Trust iShares USD Green Bond ETF	Other securities	—	—	$163K	0.2%
Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$132K	0.1%
Goldman Sachs ActiveBeta Emerging Markets Equity	Other securities	—	—	$98K	0.1%
Vanguard U.S. Large-cap Growth Equity ETF	Mutual Funds	—	—	$98K	0.1%
TCW Transform 500 ETF	Other securities	—	—	$95K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF	Other securities	—	—	$80K	<0.1%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$80K	<0.1%
SPDR MSCI Emerging Markets Fossil Fuel Free ETF	Other securities	—	—	$80K	<0.1%
iShares ESG Aware MSCI USA ETF	Other securities	—	—	$69K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$65K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$48K	<0.1%
Vanguard Short-Term Inflation-Protected Securities ETF	Mutual Funds	—	—	$47K	<0.1%
Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$46K	<0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$40K	<0.1%
Schwab U.S. REIT ETF	Mutual Funds	—	—	$36K	<0.1%
iShares 1-3 Year Treasury Bond ETF	U.S. Treasuries	—	—	$35K	<0.1%
iShares Floating Rate Bond ETF	Bonds / Notes	—	—	$28K	<0.1%
Xtrackers USD High Yield Corporate Bond	Other securities	—	—	$28K	<0.1%
iShares Investment Grade Systematic Bond ETF	Other securities	—	—	$27K	<0.1%
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF	Other securities	—	—	$25K	<0.1%
Vanguard LongTerm Government Bond	U.S. Treasuries	—	—	$21K	<0.1%
iShares Treasury Floating Rate Bond ETF	Bonds / Notes	—	—	$20K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$19K	<0.1%
iShares MBS	Other securities	—	—	$17K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	Mutual Funds	—	—	$16K	<0.1%
iShares ESG Aware MSCI EM ETF	Other securities	—	—	$15K	<0.1%
iShares ESG Aware MSCI EAFE ETF	Other securities	—	—	$15K	<0.1%
Invesco QQQ Trust	Mutual Funds	—	—	$14K	<0.1%