5812 Investment Group, Llc 401(k) Plan: Login, Facts & Contact Information

5812 Investment Group, Llc 401(k) Plan Facts

Plan name
5812 INVESTMENT GROUP, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
5812 INVESTMENT GROUP, LLC
Participants
509 (343 active employees)
Former employees with a balance
80
Plan assets
$3,441,962 at Dec 31, 2024
Average account balance
$8,736 across 394 accounts
Employer contributions
$201,397 in plan year 2024 (24% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $828,232 went into the plan in contributions, $201,397 of it from the employer (24%).
  • $598,552 was paid out to participants.
  • Investment and other income added $368,604.
  • Administrative expenses were $23,126, about $59 per account.

How the 5812 Investment Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019208$1.47 million$78,140$145,593
2020246$1.66 million$76,297$329,359
2021243$2.04 million$88,305$259,642
2022300$2.15 million$137,840$118,687
2023415$2.87 million$183,600$353,053
2024509$3.44 million$201,397$598,552

5812 Investment Group, Llc 401(k) Contact Information

Phone
380-201-1221
Mailing address
1123 GOODALE BLVD, GRANDVIEW HEIGHTS OH 43212
Plan sponsor
5812 INVESTMENT GROUP, LLC
Employer identification number (EIN)
83-4680113
Plan number
001

Questions about the 5812 Investment Group, Llc 401(k)

Does 5812 Investment Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $201,397, 24% of all contributions.

Does the 5812 Investment Group, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the 5812 Investment Group, Llc 401(k) plan?

509 participants at the start of plan year 2024, 343 of them active employees, and 80 former employees who still had money in the plan.

What is the average 401(k) balance at 5812 Investment Group, Llc?

About $8,736 per account: $3.44 million in plan assets across 394 accounts with a balance at the end of plan year 2024.

Who manages the 5812 Investment Group, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at 5812 Investment Group, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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