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Original filing (PDF)20251013135413NAL0001368369001
GROUP VOYAGERS, INC.
Form 5500
FILING_RECEIVED
GROUP VOYAGERS, INC. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
525
Accounts w/ balance
791
Plan assets (EOY)
$96.4M
Net assets (EOY)
$96.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP VOYAGERS, INC..
Plan sponsor
Name
GROUP VOYAGERS, INC.
EIN
13-1996573
Address
4695 S MONACO ST. SUITE 200 · DENVER, CO · 80237
Phone
(303) 703-7000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $36K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $36K | — |
Investments
31 direct securities · 1 pooled fund· $96.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$91.9M
31 holdings
Common Collective Trust
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party including maturity date, rate of ** Current Value interest, collateral, par or maturity l * Vanguard Institutional Index Fund Mutual fund | — | — | — | $18.0M | 18.7% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual fund | — | — | — | $17.0M | 17.7% | |
| Vanguard LifeStrategy Growth Fund Mutual fund | — | — | — | $11.2M | 11.6% | |
| Metropolitan West Total Return Bond Fund Mutual fund | — | — | — | $7.4M | 7.7% | |
| Vanguard International Growth Fund Mutual fund | — | — | — | $6.7M | 7.0% | |
| Harbor Capital Appreciation Fund Mutual fund | — | — | — | $5.5M | 5.7% | |
| Vanguard Windsor II Fund Mutual fund | — | — | — | $4.9M | 5.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $4.5M | 4.6% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | — | — | — | $3.7M | 3.9% | |
| Vanguard Extended Market Index Fund Mutual fund | — | — | — | $3.5M | 3.6% | |
| DFA US Small Cap Value Portfolio Mutual fund | — | — | — | $3.1M | 3.2% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual fund | — | — | — | $2.4M | 2.5% | |
| Vanguard Treasury Money Market Fund Money market fund | — | — | — | $1.7M | 1.8% | |
| American Beacon International Equity Fund Mutual fund | — | — | — | $1.3M | 1.4% | |
| Vanguard LifeStrategy Income Fund Mutual fund | — | — | — | $1.0M | 1.1% | |
| Vanguard Short-Term Investment Grade Fund Mutual fund | — | — | — | $899K | 0.9% | |
| Cohen & Steers Institutional Realty Fund Mutual fund | — | — | — | $659K | 0.7% | |
| Participant loans Interest rates from 4.25% to 9.50% $0 | — | — | — | $624K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $600K | 0.6% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $454K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual fund | — | — | — | $446K | 0.5% | |
| Emerald Growth Fund Institutional Class Mutual fund | — | — | — | $317K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $225K | 0.2% | |
| Vanguard Federal Money Market Fund Money market fund | — | — | — | $87K | <0.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $66K | <0.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $62K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $2K | <0.1% |
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