Back to filter
Original filing (PDF)20250929051349NAL0026075682001
THE RESPONSE GROUP
Form 5500
FILING_RECEIVED
THE RESPONSE GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
131
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
22 pooled trusts
Schedule D
22 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RESPONSE GROUP.
Plan sponsor
Name
THE RESPONSE GROUP
EIN
01-0767102
Address
13939 TELGE ROAD · CYPRESS, TX · 77429
Phone
(281) 880-5000
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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SUN AMERICA LIFE ASSURANCE COMP | 86-0198983 | — | INVESTMENT MANAGEMENT | $0 | — |
Investments
22 pooled funds· $9.2M(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GLOBAL GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.4M | 15.1% | |
| AMERICAN FUNDS GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.6% | |
| ULTRA SHORT BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.6% | |
| CAPITAL APPRECIATION SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $822K | 8.7% | |
| SA AB GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $531K | 5.7% | |
| SA JPM MID CAP GR SUNAMERICA ANN & LIFE ASSUR · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $523K | 5.6% | |
| SA FRANKLIN BW US LG CAP VAL SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $506K | 5.4% | |
| AMERICAN FUNDS GROWTH-INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $503K | 5.4% | |
| ALLIANCEBERN SMALL MID CAP VAL SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $442K | 4.7% | |
| INVESCO VI GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $353K | 3.8% | |
| FRANKLIN TEMP FOREIGN VALUE SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $283K | 3.0% | |
| EMERGING MARKETS SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $261K | 2.8% | |
| AMERICAN FUNDS ASSET ALLOC SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $233K | 2.5% | |
| INTERNATIONAL GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $219K | 2.3% | |
| LORD ABBETT GROWTH AND INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $184K | 2.0% | |
| FRANKLIN SMALL COMPANY VALUE SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $174K | 1.9% | |
| CORPORATE BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $144K | 1.5% | |
| GOVERNMENT AND QUALITY BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $132K | 1.4% | |
| HIGH-YIELD BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $112K | 1.2% | |
| LORD ABBETT MID CAP STOCK SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $75K | 0.8% | |
| SA MFS TOTAL RETURN SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| SA JPM DIV BALANCED SUNAMERICA ANN & LIFE ASSUR · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $60K | 0.6% |
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 Professional & Technical Services plans
VERITAS PRIME
VERITAS PRIME 401(K) PROFIT SHARING PLAN
$9.4M · 168 participants
CORESPHERE LLC
CORESPHERE LLC
$9.4M · 65 participants
WINDSOR SOLUTIONS, INC.
WINDSOR SOLUTIONS 401(K) PLAN
$9.4M · 65 participants
CGH TECHNOLOGIES, INC.
EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC.
$9.4M · 72 participants
DS TECHNOLOGIES, LLC
DS TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN
$9.3M · 119 participants
OMNITRON SYSTEMS TECHNOLOGY, INC.
OMNITRON SYSTEMS TECHNOLOGY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN
$9.3M · 34 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants