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Original filing (PDF)20251015154606NAL0006660608001
PLUS RELOCATION SERVICES, LLC
Form 5500
FILING_RECEIVED
PLUS RELOCATION SERVICES, LLC 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
133
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 60 bps in Schedule C fees — 106% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUS RELOCATION SERVICES, LLC.
Plan sponsor
Name
PLUS RELOCATION SERVICES, LLC
EIN
41-1309201
Address
600 HIGHWAY 169 SOUTH SUITE 400 · MINNEAPOLIS, MN · 55426
Phone
(952) 333-9938
Industry
Real Estatesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH SCHAFER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $34K | — |
| PLUS RELOCATION SERVICES, INC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Investments
24 direct securities· $11.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.1M | 9.4% | |
| T. Rowe Price T. Rowe Price 2025 Fund | — | — | — | $941K | 8.1% | |
| T. Rowe Price T. Rowe Price 2055 Fund | — | — | — | $897K | 7.7% | |
| T. Rowe Price T. Rowe Price 2050 Fund | — | — | — | $839K | 7.2% | |
| T. Rowe Price T. Rowe Price 2030 Fund | — | — | — | $779K | 6.7% | |
| ClearBridge Investments Clearbridge Large Cap Growth I | — | — | — | $738K | 6.3% | |
| T. Rowe Price T. Rowe Price 2040 Fund | — | — | — | $661K | 5.7% | |
| T. Rowe Price T. Rowe Price 2035 Fund | — | — | — | $659K | 5.7% | |
| American Century American Century Small Cap Value R6 | — | — | — | $580K | 5.0% | |
| MFS Value R6 | — | — | — | $554K | 4.8% | |
| MFS International Diversification R4 | — | — | — | $521K | 4.5% | |
| T. Rowe Price T. Rowe Price 2045 Fund | — | — | — | $484K | 4.2% | |
| Vanguard GNMA Fund Admiral Shares | — | — | — | $411K | 3.5% | |
| Carillon Scout Mid Cap I | — | — | — | $409K | 3.5% | |
| Fidelity Total International Index | — | — | — | $382K | 3.3% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $354K | 3.0% | |
| Fidelity Mid Cap Index | — | — | — | $219K | 1.9% | |
| Fidelity Small Cap Index | — | — | — | $202K | 1.7% | |
| T. Rowe Price T. Rowe Price 2020 Fund | — | — | — | $187K | 1.6% | |
| through January 2032 - | — | — | — | $150K | 1.3% | |
| Columbia Threadneedle Columbia High Yield Bond Fund Class R5 1 | — | — | — | $138K | 1.2% | |
| Fidelity Real Estate Index Institutional | — | — | — | $127K | 1.1% | |
| PGIM Total Return Bond Fund Class Z | — | — | — | $89K | 0.8% | |
| T. Rowe Price T. Rowe Price 2005 Fund | — | — | — | $13K | 0.1% |