Original filing (PDF)20240710140344NAL0030503042001

277 INVESTMENTS LLC

Name: 277 INVESTMENTS LLC — Form 5500 (2023)
Creator: 277 INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

277 INVESTMENTS LLC

401(k) retirement plan

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 277 INVESTMENTS LLC.

Plan sponsor

Name

277 INVESTMENTS LLC

EIN

47-1606719

Address

2517 HAWTHORNE RD · ANN ARBOR, MI · 48104

Phone

(734) 604-5910

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CARDIN HEALTHCARE A MEDICAL GR

CARDIN HEALTHCARE A MEDICAL GR 401(K) PROFIT SHARING PLAN & TRUST

$168K · 57 participants

BUDDY CORP.

BUDDY CORP. 401(K) PLAN

$168K · 12 participants

HUZZAH HOBBIES LLC

HUZZAH HOBBIES INC 401(K) PLAN

$168K · 6 participants

J. SCOTT MEMORIALS, LLC

J. SCOTT MEMORIALS, LLC 401(K) PLAN

$168K · 6 participants

STEPHEN R. FRIED

STEPHEN R. FRIED 401(K) PLAN

$169K · 1 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 26% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.