Original filing (PDF)20250711153242NAL0004778259001

SELECTED GROUP PLANS, INC.

Name: SELECTED GROUP PLANS, INC. — SELECTED GROUP PLANS, INC. EMPLOYEES' PENSION PLAN, Form 5500 (2023)
Creator: SELECTED GROUP PLANS, INC.

Form 5500-SF

FILING_RECEIVED

SELECTED GROUP PLANS, INC. EMPLOYEES' PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECTED GROUP PLANS, INC..

Plan sponsor

Name

SELECTED GROUP PLANS, INC.

EIN

22-1904916

Address

2400 MORRIS AVENUE · SUITE 103 · UNION, NJ · 07083

Phone

(908) 964-8972

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-11

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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