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Original filing (PDF)20251015170609NAL0002793235001
EMPLOYER SOLUTIONS GROUP, LLC
Form 5500
FILING_RECEIVED
EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,034
Accounts w/ balance
217
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYER SOLUTIONS GROUP, LLC.
Plan sponsor
Name
EMPLOYER SOLUTIONS GROUP, LLC
EIN
20-2301006
Address
7201 METRO BLVD SUITE 900 · EDINA, MN · 55439
Phone
(952) 835-1288
Industry
Professional & Technical Servicessee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OLSEN THIELEN & CO,. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | — | AUSTIN, TX | NONE | $24K | — |
Investments
25 direct securities · 2 pooled funds· $3.1M(98% 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
$3.1M
25 holdings
Common Collective Trust
$26K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 Fund Mutual Fund | — | — | — | $416K | 13.2% | |
| Nuveen Lifecycle Index 2045 Fund Mutual Fund | — | — | — | $402K | 12.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $326K | 10.4% | |
| Nuveen Lifecycle Index 2035 Fund Mutual Fund | — | — | — | $322K | 10.2% | |
| Nuveen Lifecycle Index 2055 Fund Mutual Fund | — | — | — | $295K | 9.4% | |
| Nuveen Lifecycle Idx Rtmt Income Fund Mutual Fund | — | — | — | $262K | 8.3% | |
| Nuveen Lifecycle Index 2040 Fund Mutual Fund | — | — | — | $226K | 7.2% | |
| iShares Total US Stock Market Index K Mutual Fund | — | — | — | $173K | 5.5% | |
| Nuveen Lifecycle Index 2065 Fund Mutual Fund | — | — | — | $126K | 4.0% | |
| Nuveen Lifecycle Index 2025 Fund Mutual Fund | — | — | — | $97K | 3.1% | |
| Nuveen Lifecycle Index 2060 Fund Mutual Fund | — | — | — | $96K | 3.1% | |
| Nuveen Lifecycle Index 2020 Fund Mutual Fund | — | — | — | $56K | 1.8% | |
| Nuveen Lifecycle Index 2030 Fund Mutual Fund | — | — | — | $55K | 1.8% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $53K | 1.7% | |
| Notes Receivable from Participants Maturity Dates: 2025 to 2029 Interest Rates: 8.5% to 10.5% | — | — | — | $40K | 1.3% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $30K | 1.0% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $25K | 0.8% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund | — | — | — | $22K | 0.7% | |
| TIAA SECURE INC ACCT GS00# TIAA-CREF · EIN 51-6559589 / PN 001 | Common Collective Trust | — | — | $21K | 0.7% | |
| Victory International R6 Mutual Fund | — | — | — | $15K | 0.5% | |
| BlackRock Emerging Markets Fund Inc. K Mutual Fund | — | — | — | $12K | 0.4% | |
| Vanguard Small-Cap Index Admiral Share Mutual Fund | — | — | — | $10K | 0.3% | |
| Met Life Stable Value Fund Common Collective Trust Fund | — | — | — | $5K | 0.1% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $5K | 0.1% | |
| DFA Global Real Estate Securities Mutual Fund | — | — | — | $2K | <0.1% | |
| BlackRock Total Return Fund K Mutual Fund | — | — | — | $2K | <0.1% | |
| Victory Income R6 Mutual Fund | — | — | — | $1K | <0.1% |
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