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Original filing (PDF)20250904143344NAL0016376001001
3CLOUD LLC
Form 5500
FILING_RECEIVED
3CLOUD LLC 401(K) PLAN
401(k) retirement plan
Active participants
626
Accounts w/ balance
656
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3CLOUD LLC.
Plan sponsor
Name
3CLOUD LLC
EIN
81-3528527
Address
3025 HIGHLAND PARKWAY · SUITE 525 · DOWNERS GROVE, IL · 60515
Phone
(888) 882-9873
Industry
Professional & Technical Servicessee 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
2025-09-04
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC. | — | CHICAGO, IL | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HESSEL & ASSOCIATES LLC | — | LINCOLNSHIRE, IL | TPA | $12K | — |
Investments
28 direct securities· $39.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $5.9M | 14.8% | |
| American Funds American Funds 2035 Target Date Fund | — | — | — | $4.2M | 10.7% | |
| American Funds American Funds 2055 Target Date Fund | — | — | — | $4.1M | 10.3% | |
| American Funds American Funds 2045 Target Date Fund | — | — | — | $4.0M | 10.2% | |
| American Funds American Funds 2050 Target Date Fund | — | — | — | $3.9M | 9.9% | |
| American Funds American Funds 2040 Target Date Fund | — | — | — | $3.1M | 7.9% | |
| American Funds American Funds Growth Fund of America Fund | — | — | — | $2.9M | 7.4% | |
| American Funds American Funds 2030 Target Date Fund | — | — | — | $1.7M | 4.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.6M | 4.0% | |
| American Funds American Funds 2060 Target Date Fund | — | — | — | $1.3M | 3.2% | |
| American Funds American Funds 2065 Target Date Fund | — | — | — | $1.1M | 2.7% | |
| American Funds American Funds Fundamental Investors Fund | — | — | — | $833K | 2.1% | |
| American Funds American Funds Washington Mutual Fund | — | — | — | $787K | 2.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $705K | 1.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $602K | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $509K | 1.3% | |
| American Funds American Funds 2025 Target Date Fund | — | — | — | $501K | 1.3% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $391K | 1.0% | |
| Participants Notes receivable from participants (interest rates ranging | — | — | — | $382K | 1.0% | |
| Vanguard Balanced Index Fund | — | — | — | $278K | 0.7% | |
| American Funds American Funds Small Cap World Fund | — | — | — | $276K | 0.7% | |
| American Funds American Funds US Government Money Market Fund | — | — | — | $257K | 0.6% | |
| American Funds American Funds American Balanced Fund | — | — | — | $163K | 0.4% | |
| American Funds American Funds US Government Section Fund | — | — | — | $97K | 0.2% | |
| American Funds American Funds Capital Income Builder Fund | — | — | — | $34K | <0.1% | |
| American Funds American Funds 2020 Target Date Fund | — | — | — | $17K | <0.1% | |
| American Funds American Funds 2015 Target Date Fund | — | — | — | $14K | <0.1% | |
| American Funds American Funds 2010 Target Date Fund | — | — | — | $2K | <0.1% |