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Original filing (PDF)20251014092816NAL0002506401001
SSG, LLC
Form 5500
FILING_RECEIVED
SALON SERVICE GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
401
Accounts w/ balance
351
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SSG, LLC.
Plan sponsor
Name
SSG, LLC
EIN
43-1647772
Address
1520 E. EVERGREEN STREET · SPRINGFIELD, MO · 65803
Phone
(417) 889-5533
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
ELLIOTT, ROBINSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $20K | — |
Investments
26 direct securities · 1 pooled fund· $9.4M(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
$9.2M
26 holdings
Common Collective Trust
$172K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K Mutual Funds N/A | — | — | — | $1.6M | 17.5% | |
| Fidelity Freedom 2045 K Mutual Funds N/A | — | — | — | $1.4M | 14.9% | |
| Fidelity Freedom 2030 K Mutual Funds N/A | — | — | — | $1.3M | 14.3% | |
| Fidelity Freedom 2070 K Mutual Funds N/A 660 * Fidelity Contrafund K6 Mutual Funds N/A | — | — | — | $996K | 10.8% | |
| Fidelity Freedom 2040 K Mutual Funds N/A | — | — | — | $971K | 10.5% | |
| Fidelity Freedom 2025 K Mutual Funds N/A | — | — | — | $583K | 6.3% | |
| Fidelity Freedom 2050 K Mutual Funds N/A | — | — | — | $392K | 4.3% | |
| Fidelity Freedom 2060 K Mutual Funds N/A | — | — | — | $356K | 3.9% | |
| Fidelity 500 Index Mutual Funds N/A | — | — | — | $255K | 2.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Mutual Funds N/A | — | — | — | $248K | 2.7% | |
| Party Identity of Issue, Including Maturity Date, in Borrower, Lessor Rate of Interest, Collateral, Current Interest or Similar Party or Maturity Value Cost Value * Fidelity Freedom 2055 K Mutual Funds N/A | — | — | — | $217K | 2.4% | |
| Participant Loans Interest rates 4.25% to 9.50% N/A | — | — | — | $178K | 1.9% | |
| Party Identity of Issue, Including Maturity Date, in Borrower, Lessor Rate of Interest, Collateral, Current Interest or Similar Party or Maturity Value Cost Value Managed Income Portfolio Class 2 Collective Trust N/A | — | — | — | $172K | 1.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $172K | 1.9% | |
| Fidelity Freedom 2065 K Mutual Funds N/A | — | — | — | $88K | 1.0% | |
| Metropolitan West Total Return Bond Fund Plan Class Mutual Funds N/A | — | — | — | $64K | 0.7% | |
| Fidelity Mid Cap Index Mutual Funds N/A | — | — | — | $59K | 0.6% | |
| Fidelity International Index Mutual Funds N/A | — | — | — | $57K | 0.6% | |
| Templeton Foreign R6 Mutual Funds N/A 562 MFS Value Fund Class R6 Mutual Funds N/A | — | — | — | $56K | 0.6% | |
| Fidelity Freedom 2020 K Mutual Funds N/A | — | — | — | $48K | 0.5% | |
| Fidelity Freedom Income K Mutual Funds N/A | — | — | — | $47K | 0.5% | |
| Fidelity US Bond Index Mutual Funds N/A | — | — | — | $43K | 0.5% | |
| DFA Emerging Markets Core Equity Profolio Inst. Class Mutual Funds N/A | — | — | — | $23K | 0.2% | |
| Fidelity Small Cap Index Mutual Funds N/A | — | — | — | $14K | 0.2% | |
| American Century Mid Cap Value Fund R6 Class Mutual Funds N/A | — | — | — | $13K | 0.1% | |
| American Beacon Small Cap Value Fund R6 Mutual Funds N/A | — | — | — | $11K | 0.1% | |
| Carillon Eagle Small Cap Growth Fund Class R6 Mutual Funds N/A | — | — | — | $9K | <0.1% |
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