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Original filing (PDF)20231213161528NAL0034272800001
SPECIAL APPLICATIONS GROUP, LLC
Form 5500
FILING_RECEIVED
SPECIAL APPLICATIONS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.9 mo
Active participants
134
Accounts w/ balance
126
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
63 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
94
/ 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
96
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIAL APPLICATIONS GROUP, LLC.
Plan sponsor
Name
SPECIAL APPLICATIONS GROUP, LLC
EIN
42-1644152
Address
3710 CORPOREX PARK DRIVE, SUITE 320 · TAMPA, FL · 33619
Phone
(813) 254-9050
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANGLIN, REICHMANN, ARMSTRONG, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | — | RECORDKEEPER | $675 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.J.L. PENSION SERVICES, INC. | 59-3033722 | — | THIRD PARTY ADMINISTRATOR | $825 | — |
Investments
63 pooled funds· $6.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 22.5% |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $678K | 10.6% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $595K | 9.3% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $458K | 7.1% |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $379K | 5.9% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $373K | 5.8% |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $347K | 5.4% |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $135K | 2.1% |
| FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 2.0% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $129K | 2.0% |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $121K | 1.9% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $120K | 1.9% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $117K | 1.8% |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $110K | 1.7% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $104K | 1.6% |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $100K | 1.6% |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $77K | 1.2% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $67K | 1.0% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $66K | 1.0% |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52K | 0.8% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $50K | 0.8% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $47K | 0.7% |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $45K | 0.7% |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $45K | 0.7% |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $43K | 0.7% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 0.6% |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $39K | 0.6% |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $39K | 0.6% |
| PIMCO ALL ASSET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $36K | 0.6% |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.5% |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.5% |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $33K | 0.5% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.4% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $24K | 0.4% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $22K | 0.3% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $22K | 0.3% |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $21K | 0.3% |
| CLEARBRIDGE AGGRESSIVE GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.3% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.3% |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | 0.3% |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.3% |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | 0.3% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | 0.2% |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.2% |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | 0.2% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10K | 0.1% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $8K | 0.1% |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $8K | 0.1% |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | 0.1% |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| TEMPLETON WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $791 | <0.1% |
| PIMCO GLOBAL BOND OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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