How big is I3 Group Inc.'s plan?

I3 Group Inc.'s plan reported $34.1M in assets and 377 participants for 2024.

Original filing (PDF)20251014085729NAL0002450225001

I3 Group Inc.

Name: I3 Group Inc. — I3 Group, Inc. 401(k) Plan and Trust, Form 5500 (2024)
Creator: I3 Group Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

I3 Group, Inc. 401(k) Plan and Trust

401(k) retirement plan · I3 Group Inc.'s I3 Group, Inc. 401(k) Plan and Trust held $34.1M in plan assets for 377 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Late participant contributions

Active participants

377

Accounts w/ balance

394

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.1M

Plan identifiers

I3 Group Inc.'s EIN is 36-3987876.

EIN 36-3987876

Plan number 001

Plan year 2024

ACK ID 20251014085729NAL0002450225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for I3 Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

I3 Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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) — 79K (1% of contributions).

Plan sponsor

Name

I3 GROUP INC.

EIN

all filings

Address

550 BOND STREET · LINCOLNSHIRE, IL · 600694207

Phone

(847) 325-1033

Industry

Retail Trade

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

2025-10-14

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$43K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	AUSTIN, TX	NONE	$10K	—
PENSION ADVISORY GROUP, LTD.

Investments

33 direct securities· $33.6M(99% of reported assets)

Mutual Funds

$22.8M

24 holdings

Common Collective Trusts

$8.0M

3 holdings

Other securities

$1.9M

3 holdings

Cash / Money Market

$553K

1 holding

Bonds / Notes

$342K

1 holding

Common Stocks

$33K

1 holding

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$4.7M	13.7%
American Funds Target Retirement Date 2040	Mutual Funds	—	—	$4.3M	12.6%
American Funds Target Retirement Date 2030	Mutual Funds	—	—	$2.9M	8.4%
American Funds Target Retirement Date 2050	Mutual Funds	—	—	$2.6M	7.6%
American Funds Target Retirement Date 2035	Mutual Funds	—	—	$2.1M	6.2%
Vanguard Value Index Admiral	Mutual Funds	—	—	$2.1M	6.1%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$1.9M	5.4%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$1.5M	4.3%
American Funds Target Retirement Date 2055	Mutual Funds	—	—	$1.4M	4.1%
Doubline Low Duration Bond Fund	Other securities	—	—	$1.4M	4.1%
American Funds Target Retirement Date 2045	Mutual Funds	—	—	$1.4M	4.1%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$1.2M	3.6%
American Funds Bond Fund of America	Mutual Funds	—	—	$1.2M	3.5%
Vanguard International Growth Admiral	Mutual Funds	—	—	$869K	2.6%
American Funds Target Retirement Date 2025	Mutual Funds	—	—	$813K	2.4%
American Funds New World Fund	Mutual Funds	—	—	$730K	2.1%
Nationwide Government Money Market Fund	Cash / Money Market	—	—	$553K	1.6%
American Funds Target Retirement Date 2060	Mutual Funds	—	—	$428K	1.3%
JP Morgan Large Cap Growth Fund R6	Other securities	—	—	$403K	1.2%
Participant Loans Int Rates 4.25% - 9.50%	Bonds / Notes	—	—	$342K	1.0%
Vanguard Short Term Inflation Protected Securities	Mutual Funds	—	—	$339K	1.0%
American Funds Target Retirement Date 2065	Mutual Funds	—	—	$207K	0.6%
Fidelity Advisors Freedom 2010 Fund	Mutual Funds	—	—	$88K	0.3%
Wells Fargo Precious Metals Fund	Other securities	—	—	$88K	0.3%
PIMCO Total Return Fund	Mutual Funds	—	—	$88K	0.3%
Vanguard Windsor Admiral	Mutual Funds	—	—	$64K	0.2%
Nationwide Life Insurance Company BOA - Short Term Index Fixed Fund	Common Stocks	—	—	$33K	<0.1%
American Funds Target Retirement Date 2020	Mutual Funds	—	—	$17K	<0.1%
American Funds Target Retirement Date 2015	Mutual Funds	—	—	$12K	<0.1%
Janus Enterprise Fund	Mutual Funds	—	—	$3K	<0.1%
PIMCO Stock Plus Interest Dlr Hedge Fund	Mutual Funds	—	—	$3K	<0.1%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Short Term Investment Grade Ad Fund	Mutual Funds	—	—	$1K	<0.1%