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Original filing (PDF)20251014150556NAL0001587747001
HSG, LLC D/B/A HERNDON SOLUTIONS GROUP
Form 5500
FILING_RECEIVED
HSG, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
203
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HSG, LLC D/B/A HERNDON SOLUTIONS GROUP.
Plan sponsor
Name
HSG, LLC D/B/A HERNDON SOLUTIONS GROUP
EIN
26-2285035
Address
4001 S DECATUR BLVD · #37-376 · LAS VEGAS, NV · 89103
Phone
(702) 271-4673
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
23 direct securities · 1 pooled fund· $14.2M(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
$13.2M
23 holdings
Pooled Separate Account
$998K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $2.5M | 17.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.5M | 10.9% | |
| Fidelity Investments Fidelity Adv Growth Opportunities Z Fund | — | — | — | $1.5M | 10.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $1.4M | 9.9% | |
| PGIM Investments PGIM High Yield R6 Fund | — | — | — | $1.1M | 7.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $1.1M | 7.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $998K | 7.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $947K | 6.7% | |
| Fidelity Investments Fidelity Adv International Growth Z Fund | — | — | — | $784K | 5.5% | |
| JP Morgan Funds JP Morgan US Equity R6 Fund | — | — | — | $422K | 3.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $394K | 2.8% | |
| SEI Trust Company Allspring Special Small Cap Value R6 Fund | — | — | — | $326K | 2.3% | |
| Principal Funds Inc PGIM High Yield R6 Fund | — | — | — | $303K | 2.1% | |
| Artisan Mid Cap Institutional Fund | — | — | — | $233K | 1.6% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fund | — | — | — | $225K | 1.6% | |
| Putnam Investments Putnam Large Cap Value R6 Fund | — | — | — | $135K | 1.0% | |
| various maturity dates through August 2035 | — | — | — | $119K | 0.8% | |
| Delaware Investments Delaware Emerging Mkts R6 Fund | — | — | — | $26K | 0.2% | |
| MFS Investment Management MFS Research International R6 Fund | — | — | — | $25K | 0.2% | |
| Chen & Steers Cohen & Steers Real Estate Sec Z Fund | — | — | — | $17K | 0.1% | |
| ASSETS HELD AT END OF YEAR (E) 4,988.3616,974.109,837.69 | — | — | — | $13K | <0.1% | |
| JP Morgan Funds JP Morgan Core Bond R6 Fund | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Adv Strategic Income Z Fund | — | — | — | $10K | <0.1% | |
| BlackRock Inflation Protected Bd K Fund | — | — | — | $5K | <0.1% |
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