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Original filing (PDF)20250903113022NAL0015320945001
POPULUS GROUP LLC
Form 5500
FILING_RECEIVED
POPULUS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,917
Accounts w/ balance
6,706
Plan assets (EOY)
$124.6M
Net assets (EOY)
$124.6M
How this plan invests
This plan
9 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 425% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULUS GROUP LLC.
Plan sponsor
Name
POPULUS GROUP LLC
EIN
38-3659021
Address
3001 WEST BIG BEAVER ROAD · STE 400 · TROY, MI · 48084
Phone
(248) 581-1090
Industry
Admin Support & Waste Mgmtsee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $163K | — |
| CLIFTONLARSONALLEN | 38-3659021 | — | INVESTMENT ADVISORY | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $474K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $9K | — |
Investments
30 direct securities · 9 pooled funds· $128.9M(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
$123.4M
30 holdings
Common Collective Trust
$5.5M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual Funds | — | — | — | $14.1M | 11.3% | |
| Vanguard Target Retirement 2045 Investment Fund Mutual Funds | — | — | — | $11.1M | 8.9% | |
| Vanguard Target Retirement 2050 Investment Fund Mutual Funds | — | — | — | $10.5M | 8.4% | |
| Vanguard Target Retirement 2040 Investment Fund Mutual Funds | — | — | — | $10.0M | 8.0% | |
| Vanguard Target Retirement 2055 Investment Fund Mutual Funds | — | — | — | $9.7M | 7.8% | |
| Vanguard Target Retirement 2035 Investment Fund Mutual Funds | — | — | — | $9.4M | 7.6% | |
| Vanguard Target Retirement 2030 Investment Fund Mutual Funds | — | — | — | $8.5M | 6.8% | |
| Vanguard Target Retirement Income Investment Fund Mutual Funds | — | — | — | $7.2M | 5.8% | |
| Vanguard Target Retirement 2060 Investment Fund Mutual Funds | — | — | — | $7.1M | 5.7% | |
| Vanguard Target Retirement 2025 Investment Fund Mutual Funds | — | — | — | $5.2M | 4.2% | |
| Harbor Capital Appreciation Institutional Fund Mutual Funds | — | — | — | $4.6M | 3.7% | |
| Galliard Stable Return PN Collective Trust Fund | — | — | — | $4.3M | 3.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.3% | |
| Vanguard Target Retirement 2020 Investment Fund Mutual Funds | — | — | — | $3.8M | 3.0% | |
| Vanguard Target Retirement 2065 Investment Fund Mutual Funds | — | — | — | $2.6M | 2.1% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual Funds | — | — | — | $1.9M | 1.5% | |
| Vanguard Extended Market Index Admiral Mutual Funds | — | — | — | $1.9M | 1.5% | |
| Vanguard Total International Stock Index Admiral Mutual Funds | — | — | — | $1.7M | 1.3% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual Funds | — | — | — | $1.4M | 1.2% | |
| John Hancock Disciplined Value Fund Mutual Funds | — | — | — | $1.4M | 1.1% | |
| T-Rowe Price QM US Small Cap Growth Equity Fund Mutual Funds | — | — | — | $1.2M | 1.0% | |
| DFA US Target Value I Fund Mutual Funds | — | — | — | $1.1M | 0.9% | |
| MFS Mid Cap Value R6 Fund Mutual Funds | — | — | — | $862K | 0.7% | |
| MFS International Intrinsic Value R6 Fund Mutual Funds | — | — | — | $844K | 0.7% | |
| Similar Party Par, or Maturity Value Cost ** Value Fidelity Total Bond K6 Fund Mutual Funds | — | — | — | $819K | 0.7% | |
| Capital Research Am Fund EuroPacific Growth R6 Fund Mutual Funds | — | — | — | $776K | 0.6% | |
| with various maturity dates. - | — | — | — | $649K | 0.5% | |
| Principal International Equity Index CIT TR Collective Trust Fund | — | — | — | $336K | 0.3% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $336K | 0.3% | |
| Vanguard Target Retirement 2070 Investment Fund Mutual Funds | — | — | — | $293K | 0.2% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $287K | 0.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $194K | 0.2% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $144K | 0.1% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $124K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $104K | <0.1% | |
| (E) | — | — | — | $94K | <0.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $94K | <0.1% | |
| (E) | — | — | — | $92K | <0.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $92K | <0.1% |
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