Back to filter
Original filing (PDF)20250918111344NAL0001666288001
GROUP W INC.
Form 5500
FILING_RECEIVED
GROUP W INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
146
Accounts w/ balance
197
Plan assets (EOY)
$51.6M
Net assets (EOY)
$51.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP W INC..
Plan sponsor
Name
GROUP W INC.
EIN
20-0795636
Address
2650 PARK TOWER DR · SUITE 500 · VIENNA, VA · 22180
Phone
(703) 752-5844
Industry
Custom Computer Programming· 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
2025-09-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $51.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Mutual Fund NR | — | — | — | $8.0M | 15.4% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund NR | — | — | — | $6.2M | 12.1% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $3.6M | 6.9% | |
| Fidelity Total Bond Fund Mutual Fund NR | — | — | — | $2.9M | 5.6% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.8M | 5.5% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.7M | 5.2% | |
| Vanguard Equity Income Fund Mutual Fund NR | — | — | — | $2.7M | 5.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.4M | 4.6% | |
| Fidelity Contrafund Mutual Fund NR | — | — | — | $2.4M | 4.6% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Mutual Fund NR | — | — | — | $2.2M | 4.2% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.1M | 4.0% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund NR | — | — | — | $1.9M | 3.6% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $1.6M | 3.2% | |
| MFS International Diversification Fund Mutual Fund NR | — | — | — | $1.5M | 2.9% | |
| Fidelity Extended Market Index Fund Mutual Fund NR | — | — | — | $1.3M | 2.6% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund NR | — | — | — | $1.1M | 2.2% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund NR | — | — | — | $910K | 1.8% | |
| Fidelity Government Money Market Fund Mutual Fund NR | — | — | — | $904K | 1.8% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund NR | — | — | — | $808K | 1.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $486K | 0.9% | |
| Columbia Small Cap Index Fund Mutual Fund NR | — | — | — | $401K | 0.8% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | — | — | — | $384K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund NR | — | — | — | $363K | 0.7% | |
| Baird Short-Term Bond Fund Mutual Fund NR | — | — | — | $329K | 0.6% | |
| Parnassus Core Equity Fund Mutual Fund NR | — | — | — | $303K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $275K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund NR | — | — | — | $253K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund NR | — | — | — | $241K | 0.5% | |
| BlackRock High Yield Bond Portfolio Mutual Fund NR | — | — | — | $239K | 0.5% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $178K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund NR | — | — | — | $161K | 0.3% | |
| Principal Diversified Real Asset Fund Mutual Fund NR | — | — | — | $42K | <0.1% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $15K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Custom Computer Programming plans
DATACOR, INC.
DATACOR, INC. 401(K) PLAN
$51.7M · 275 participants
DEEL, INC.
DEEL 401(K) PLAN
$51.5M · 3,489 participants
TEMENOS USA INC.
TEMENOS USA INC.
$51.4M · 280 participants
VERACODE, INC.
VERACODE, INC. 401K PLAN
$51.4M · 586 participants
BS&A SOFTWARE
BS&A SOFTWARE 401(K) PROFIT SHARING PLAN
$51.9M · 250 participants
BUILDERTREND SOLUTIONS, INC.
BUILDERTREND SOLUTIONS, INC. 401(K) PLAN
$51.9M · 805 participants
Large plans in Virginia
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
LEIDOS, INC.
LEIDOS, INC. MASTER TRUST
$12.5B