Back to filter
Original filing (PDF)20251009115756NAL0003884387001
GROUP MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
6 service providers
Active participants
15,988
Accounts w/ balance
9,911
Plan assets (EOY)
$419.6M
Net assets (EOY)
$419.6M
How this plan invests
This plan
31 pooled trusts
Schedule D
30 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 38 bps in Schedule C fees — 276% above peer band of 10 bps.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP MANAGEMENT SERVICES, INC..
Plan sponsor
Name
GROUP MANAGEMENT SERVICES, INC.
EIN
34-1707723
Address
3750 TIMBERLAKE DR · RICHFIELD, OH · 44286
Phone
(330) 659-0106
Industry
All Other Professional Services· 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
CORRIGAN KRAUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $1.0M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $472K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | BROKER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP MANAGEMENT SERVICES | — | — | PLAN ADMINISTRATOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRIGAN KRAUSE | 37-1574855 | — | AUDITOR | $56K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDONALD HOPKINS LLC | 34-1059058 | — | LEGAL | $14K | — |
Investments
6 direct securities · 31 pooled funds· $543.7M(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.
Pooled Separate Account
$395.5M
31 holdings
Uncategorized
$148.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $40.4M | 9.6% | |
| [DFE: MYWAYRETIREMENT INDEX 2040 FUND (extraction pending)] | — | — | — | $34.1M | 8.1% | |
| MYWAYRETMENT IDX AGG 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $34.1M | 8.1% | |
| MYWAYRETMENT IDX MOD 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $33.6M | 8.0% | |
| [DFE: MYWAYRETIREMENT INDEX RETIREMENT FUND (extraction pending)] | — | — | — | $31.6M | 7.5% | |
| MYWAYRETMENT INDEX RETMENT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $31.6M | 7.5% | |
| [DFE: MYWAYRETIREMENT INDEX 2030 FUND (extraction pending)] | — | — | — | $27.6M | 6.6% | |
| MYWAYRETMENT IDX AGG 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $27.6M | 6.6% | |
| [DFE: MYWAYRETIREMENT INDEX 2045 FUND (extraction pending)] | — | — | — | $25.7M | 6.1% | |
| MYWAYRETMENT IDX MOD 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $25.7M | 6.1% | |
| MYWAYRETRMNT LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $24.4M | 5.8% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $22.6M | 5.4% | |
| [DFE: MYWAYRETIREMENT INDEX 2055 FUND (extraction pending)] | — | — | — | $17.2M | 4.1% | |
| MYWAYRETMENT IDX MOD 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $17.2M | 4.1% | |
| MYWAYRETRMNT BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $15.2M | 3.6% | |
| MYWAYRETRMNT LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $13.1M | 3.1% | |
| [DFE: MYWAYRETIREMENT INDEX 2060 FUND (extraction pending)] | — | — | — | $12.0M | 2.9% | |
| MYWAYRETMENT IDX AGG 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $12.0M | 2.9% | |
| MYWAYRETRMNT INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $8.9M | 2.1% | |
| BLACKROCK MID CAP EQ IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $8.9M | 2.1% | |
| BLACKROCK EAFE EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $8.8M | 2.1% | |
| BLACKROCK RUSSELL 2000 IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $8.8M | 2.1% | |
| MYWAYRETRMNT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $7.9M | 1.9% | |
| MYWAYRETRMNT CORE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 355 | Pooled Separate Account | — | — | $7.2M | 1.7% | |
| MYWAYRETRMNT MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $7.1M | 1.7% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $6.2M | 1.5% | |
| MYWAYRETRMNT SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $5.7M | 1.4% | |
| MYWAYRETRMNT EMRGNG MKT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $4.7M | 1.1% | |
| MYWAYRETRMNT MLTISCTR BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $4.4M | 1.0% | |
| MYWAYRETMENT IDX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $3.7M | 0.9% | |
| BLACKROCK U.S. TIPS INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 344 | Pooled Separate Account | — | — | $3.6M | 0.9% | |
| MYWAYRETRMNT SM CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $3.6M | 0.9% | |
| MYWAYRETRMNT INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $3.2M | 0.8% | |
| MYWAYRETRMNT REAL ESTT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| MYWAYRETMENT COMMODITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $1.5M | 0.4% | |
| MYWAYRETRMNT GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $1.3M | 0.3% | |
| MYWAYRETMENT IDX MOD 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using TRANSAMERICA FINANCIAL LIFE INS CO
FRINGE BENEFIT GROUP, INC.
CONTRACTORS RETIREMENT PLAN MASTER TRUST
$1.5B
HOUSTON CHAPTER AGC/LOUISIANA AGC
AGC SOUTHWEST CHAPTERS 401(K) PLAN
$526.8M · 14,004 participants
SMARTRONIX, LLC
SMX 401(K) PLAN
$169.8M · 1,333 participants
FOX MANAGEMENT REHABILITATION SERVICES LLC
FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN
$122.1M · 3,489 participants
TEXO ABC-AGC, INC.
TEXO MEMBERS 401(K) PLAN
$117.1M · 6,383 participants
EMPOWER HR, LLC
EMPOWER HR RETIREMENT SAVINGS PLAN
$114.8M · 7,792 participants
Similar-size All Other Professional Services plans
WESTAT, INC.
WESTAT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$419.0M · 2,969 participants
AMERICAN BUREAU OF SHIPPING
AMERICAN BUREAU OF SHIPPING PENSION PLAN
$426.4M · 678 participants
ALIGN TECHNOLOGY, INC.
ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN
$412.1M · 1,988 participants
ITA GROUP HOLDINGS, INC.
ITA GROUP HOLDINGS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN
$427.8M · 894 participants
AMERICAN CHEMICAL SOCIETY
AMERICAN CHEMICAL SOCIETY ERISA 403(B) PLAN
$404.7M · 1,852 participants
ALLIANCE FOR ENERGY INNOVATION, LLC
NATIONAL LABORATORY OF THE ROCKIES SHARED SECURITY PENSION PLAN
$435.5M · 3,197 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants