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Original filing (PDF)20251015145626NAL0010215954001
8G SOLUTIONS LLC
Form 5500
FILING_RECEIVED
8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
66
Accounts w/ balance
150
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great Gray Trust American Funds 2050 I Mutual Fund n/a" is 28% of plan.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 8G SOLUTIONS LLC.
Plan sponsor
Name
8G SOLUTIONS LLC
EIN
48-0983227
Address
14251 E. OTERO AVE. STE. 400 · ENGLEWOOD, CO · 80112
Phone
(219) 344-7907
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
ALEXANDER AND WILLIAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS | — | BEACHWOOD, OH | INVESTMENT ADVISOR | $3K | — |
Investments
24 direct securities · 1 pooled fund· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.7M
24 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust American Funds 2050 I Mutual Fund n/a | — | — | — | $1.0M | 27.6% | |
| Great Gray Trust American Funds 2055 I Mutual Fund n/a | — | — | — | $610K | 16.6% | |
| Great Gray Trust American Funds 2060 I Mutual Fund n/a | — | — | — | $245K | 6.7% | |
| Great Gray Trust American Funds 2045 I Mutual Fund n/a | — | — | — | $242K | 6.6% | |
| Great Gray Trust American Funds 2040 I Mutual Fund n/a | — | — | — | $225K | 6.1% | |
| iShares S&P 500 Index K Mutual Fund n/a | — | — | — | $214K | 5.8% | |
| PGIM Core Bond R6 Mutual Fund n/a | — | — | — | $172K | 4.7% | |
| Great Gray Trust American Funds 2065 I Mutual Fund n/a | — | — | — | $120K | 3.3% | |
| Notes receivable from participants Loans (interest rates of 6.75% to - | — | — | — | $110K | 3.0% | |
| Invesco Core Plus Bond R6 Mutual Fund n/a | — | — | — | $108K | 3.0% | |
| JPMorgan International Equity R6 Mutual Fund n/a | — | — | — | $94K | 2.6% | |
| Empower Fixed Account - Series Class I Fixed Account n/a | — | — | — | $90K | 2.4% | |
| American Funds New Perspective R6 Mutual Fund n/a | — | — | — | $78K | 2.1% | |
| American Funds New World R6 Mutual Fund n/a | — | — | — | $77K | 2.1% | |
| Allspring Large Company Value R6 Mutual Fund n/a | — | — | — | $75K | 2.1% | |
| iShares Russell Mid-Cap Index K Mutual Fund n/a | — | — | — | $47K | 1.3% | |
| Allspring Disciplined Small Cap R6 Mutual Fund n/a | — | — | — | $40K | 1.1% | |
| iShares Russell 2000 Small-Cap Index K Mutual Fund n/a | — | — | — | $33K | 0.9% | |
| PIMCO CommoditiesPLUS Strategy Instl Mutual Fund n/a | — | — | — | $25K | 0.7% | |
| Fidelity Advisor Emerging Markets Z Mutual Fund n/a | — | — | — | $17K | 0.5% | |
| JPMorgan US Large Cap Core Plus R6 Mutual Fund n/a | — | — | — | $15K | 0.4% | |
| Fidelity Nasdaq Composite Index Mutual Fund n/a | — | — | — | $11K | 0.3% | |
| Fidelity Advisor Mid Cap II Z Mutual Fund n/a | — | — | — | $7K | 0.2% | |
| AB Large Cap Growth Z Mutual Fund n/a | — | — | — | $1K | <0.1% | |
| SEPERATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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