Back to filter
Original filing (PDF)20251014051829NAL0004681218001
127 GROUP, LLC
Form 5500
FILING_RECEIVED
127 GROUP 401K PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
130
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 127 GROUP, LLC.
Plan sponsor
Name
127 GROUP, LLC
EIN
81-5194046
Address
PO BOX 32039 · PALM BEACH GARDENS, FL · 33420
Phone
(561) 512-5010
Industry
Constructionsee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | PALM BEACH GARDENS, FL | ADVISOR | $0 | — |
Investments
24 direct securities· $3.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $671K | 17.5% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $525K | 13.7% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $473K | 12.3% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $464K | 12.1% | |
| JPM US LG CP CR PL - R2 | Registered Investment Companies | — | — | $354K | 9.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $325K | 8.5% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $281K | 7.3% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $134K | 3.5% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $127K | 3.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $73K | 1.9% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $71K | 1.8% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $49K | 1.3% | |
| FIDELITY INTL CAPITAL APP M | Registered Investment Companies | — | — | $43K | 1.1% | |
| HARTFORD MIDCAP R3 | Registered Investment Companies | — | — | $34K | 0.9% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $27K | 0.7% | |
| AMERICAN CENTURY EMERG MKT-R | Registered Investment Companies | — | — | $24K | 0.6% | |
| COLUMBIA GLOBAL VALUE R | Registered Investment Companies | — | — | $20K | 0.5% | |
| WESTERN INTERMEDIATE BOND R | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $6K | 0.2% | |
| CARILLON CLARIVEST INTL STK I | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO HIGH YIELD FUND - R | Registered Investment Companies | — | — | $2K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Construction plans
LAND SITE SERVICES, INC.
LAND SITE SERVICES, INC. DEFINED BENEFIT PENSION PLAN
$3.8M · 4 participants
CLARY HOOD AND ASSOCIATES, INC.
CLARY HOOD AND ASSOCIATES, INC. 401(K) PLAN
$3.8M · 106 participants
MASTER FINISHING & RESTORATION, INC
MASTER FINISHING & RESTORATION 401(K) PLAN
$3.8M · 20 participants
B AND D QUALITY WATER, INC.
QUALITY HOME SERVICES 401(K) PLAN
$3.8M · 105 participants
HALE CONTRACTING, INC.
HALE CONTRACTING, INC. 401(K) PLAN
$3.8M · 117 participants
MEC, INC.
MEC, INC. RETIREMENT SAVINGS PLAN
$3.8M · 96 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants