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Original filing (PDF)20251001105943NAL0031467682001
SST GROUP, LLC
Form 5500
FILING_RECEIVED
SST GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
183
Accounts w/ balance
458
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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 (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SST GROUP, LLC.
Plan sponsor
Name
SST GROUP, LLC
EIN
01-0885413
Address
14121 NE 24TH ST · BELLEVUE, WA · 98007
Phone
(425) 429-7414
Industry
Retail Tradesee 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
2025-10-01
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $14K | — |
| ELIOT COVE CAPITAL | 82-0579238 | — | N/A | $14K | — |
Investments
25 direct securities· $3.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 Instl | — | — | — | $644K | 20.7% | |
| Nuveen Lifecycle Index 2065 Instl | — | — | — | $564K | 18.1% | |
| Nuveen Lifecycle Index 2060 Instl | — | — | — | $403K | 13.0% | |
| Nuveen Lifecycle Index 2050 Instl | — | — | — | $273K | 8.8% | |
| Nuveen Lifecycle Index 2045 Instl | — | — | — | $271K | 8.7% | |
| Vanguard Growth Index Adm | — | — | — | $167K | 5.4% | |
| Dimensional Fund Advisors US Large Company Instl | — | — | — | $107K | 3.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $103K | 3.3% | |
| Vanguard Developed Maket Index Adm | — | — | — | $97K | 3.1% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $92K | 3.0% | |
| Elliot Cove Capital Management Aggressive Portfolio | — | — | — | $91K | 2.9% | |
| Vanguard Mid Cap Index Adm | — | — | — | $73K | 2.3% | |
| Dimensional Fund Advisors US Vector Equity I | — | — | — | $70K | 2.3% | |
| Dimensional Fund Advisors US Large Cap Value I | — | — | — | $60K | 1.9% | |
| Elliot Cove Capital Management Balanced Portfolio | — | — | — | $38K | 1.2% | |
| Nuveen Lifecycle Index 2030 Instl | — | — | — | $17K | 0.6% | |
| Dimensional Fund Advisors Real Estate Securities I | — | — | — | $14K | 0.4% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $7K | 0.2% | |
| Nuveen Lifecycle Index 2035 Instl | — | — | — | $4K | 0.1% | |
| Nuveen Lifecycle Index 2025 Instl | — | — | — | $4K | 0.1% | |
| Vanguard Federal Money Market Inv | — | — | — | $3K | 0.1% | |
| Dimensional Fund Advisors Investment Grade Instl | — | — | — | $3K | 0.1% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $3K | 0.1% | |
| Nuveen Lifecycle Index 2020 Instl | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2040 Instl | — | — | — | $2K | <0.1% |
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