How big is Ethos Group, Inc.'s plan?

Ethos Group, Inc.'s plan reported $59.1M in assets and 650 participants for 2024.

Original filing (PDF)20251014085646NAL0002449649001

Ethos Group, Inc.

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

Form 5500

FILING_RECEIVED

Ethos Group 401(k) Plan

401(k) retirement plan · Ethos Group, Inc.'s Ethos Group 401(k) Plan held $59.1M in plan assets for 650 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

650

Accounts w/ balance

669

Plan assets (EOY)

$59.1M

Net assets (EOY)

$59.1M

People on this filing

TINA Torres signed Ethos Group, Inc.'s 2024 Form 5500 as plan administrator.

TINA Torres — 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

Ethos Group, Inc.'s EIN is 75-2672389.

EIN 75-2672389

Plan number 001

Plan year 2024

ACK ID 20251014085646NAL0002449649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ETHOS GROUP, INC..

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How this plan invests

This plan

25 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

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 179K (2% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

ETHOS GROUP, INC.

EIN

all filings

Address

370 W. LAS COLINAS BLVD · SUITE 108 · IRVING, TX · 75039

Phone

(214) 550-4768

Industry

Finance & Insurance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$71K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGE ADVISORY SERVICES	74-2798841	—	ADVISOR	$170K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

25 direct securities· $59.1M(100% of reported assets)

Common Collective Trusts

$34.3M

13 holdings

Other securities

$22.7M

9 holdings

Mutual Funds

$1.8M

1 holding

U.S. Treasuries

$349K

2 holdings

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$9.0M	15.3%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$6.5M	10.9%
BlackRock LifePath Index 2055K Mutual fund	Other securities	—	—	$4.3M	7.2%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$3.8M	6.5%
BlackRock LifePath Index 2050K Mutual fund	Other securities	—	—	$3.8M	6.4%
BlackRock LifePath Index 2035K Mutual fund	Other securities	—	—	$3.7M	6.3%
Fidelity US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$3.5M	5.9%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$3.2M	5.5%
BlackRock LifePath Index 2060K Mutual fund	Other securities	—	—	$2.9M	5.0%
BlackRock LifePath Index 2045K Mutual fund	Other securities	—	—	$2.6M	4.4%
BlackRock LifePath Index 2040K Mutual fund	Other securities	—	—	$2.5M	4.3%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.0M	3.3%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$1.8M	3.1%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$1.6M	2.7%
Fidelity Total Market Index Fund Mutual fund **'	Common Collective Trusts	—	—	$1.5M	2.5%
BlackRock LifePath Index 2030K Mutual fund	Other securities	—	—	$1.4M	2.4%
Fidelity Global ex US Index Fund Mutual fund	Common Collective Trusts	—	—	$971K	1.6%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$854K	1.4%
Fidelity Inflation Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$842K	1.4%
Notes receivable from participants through May 2034 --	Other securities	—	—	$768K	1.3%
BlackRock LifePath Index RTMT K Mutual fund	Other securities	—	—	$678K	1.1%
Fidelity US Sustainability Index Fund Mutual fund	Common Collective Trusts	—	—	$299K	0.5%
Fidelity Short Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$248K	0.4%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$223K	0.4%
Fidelity Long Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$101K	0.2%