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Original filing (PDF)20251015091814NAL0004163793001
SANSONE GROUP, LLC
Form 5500
FILING_RECEIVED
SANSONE GROUP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
162
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
37 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
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANSONE GROUP, LLC.
Plan sponsor
Name
SANSONE GROUP, LLC
EIN
43-1821391
Address
120 SOUTH CENTRAL, SUITE 500 · ST. LOUIS, MO · 63105
Phone
(314) 727-6664
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRILOGY FINANCIAL LLC | — | SAINT LOUIS, MO | INVEST ADVISOR, OTHER | $39K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | HENDERSEN, KY | CONTRACT ADMIN | $3K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
37 direct securities· $13.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | — | 114,151 | — | $3.2M | 23.4% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM | — | 189,144 | — | $3.1M | 22.7% | |
| FIDELITY TOTAL MARKET INDEX | — | 4,989 | — | $699K | 5.2% | |
| T. ROWE PRICE BLUE CHIP GROWTH I | — | 3,507 | — | $622K | 4.6% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM | — | 42,765 | — | $561K | 4.2% | |
| FIDELITY US BOND INDEX | — | 40,227 | — | $555K | 4.1% | |
| FIDELITY INTERNATIONAL INDEX | — | 8,759 | — | $469K | 3.5% | |
| FIDELITY SMALL CAP INDEX | — | 12,427 | — | $402K | 3.0% | |
| JPMORGAN EQUITY INCOME R6 | — | 18,727 | — | $364K | 2.7% | |
| FIDELITY 500 INDEX | — | 957 | — | $355K | 2.6% | |
| FIDELITY LARGE CAP VALUE INDEX | — | 12,625 | — | $301K | 2.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | — | 27,289 | — | $242K | 1.8% | |
| FIDELITY LARGE CAP GROWTH INDEX | — | 6,883 | — | $241K | 1.8% | |
| INVESCO DEVELOPING MARKETS R6 | — | 5,125 | — | $225K | 1.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | 3,485 | — | $223K | 1.7% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 | — | 5,928 | — | $216K | 1.6% | |
| FIDELITY MID CAP INDEX | — | 4,921 | — | $209K | 1.6% | |
| Empower Investments Fixed Account | — | — | — | $192K | 1.4% | |
| WESTERN ASSET CORE BOND IS | — | 19,283 | — | $189K | 1.4% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM | — | 13,791 | — | $182K | 1.4% | |
| JPMORGAN US EQUITY R6 | — | 7,274 | — | $148K | 1.1% | |
| AMERICAN CENTURY MID CAP VALUE R6 | — | 8,452 | — | $148K | 1.1% | |
| T. ROWE PRICE INFLATION PROTECTED BOND I | — | 12,753 | — | $142K | 1.1% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM | — | 11,747 | — | $137K | 1.0% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM | — | 2,058 | — | $81K | 0.6% | |
| AMERICAN CENTURY REAL ESTATE R6 | — | 2,038 | — | $61K | 0.5% | |
| LORD ABBETT INTERNATIONAL VALUE R6 | — | 6,104 | — | $55K | 0.4% | |
| Notes Receivable from Participants, Various Maturity Dates through 2031; Interest Rates at 5.25% to 10.50% | — | — | — | $55K | 0.4% | |
| AMERICAN CENTURY SMALL CAP VALUE R6 | — | 3,041 | — | $46K | 0.3% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM | — | 676 | — | $38K | 0.3% | |
| INVESCO SMALL CAP GROWTH R6 | — | 1,123 | — | $37K | 0.3% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM | — | 1,231 | — | $24K | 0.2% | |
| FEDERATED HERMES INSTL HIGH YIELD BD R6 | — | 5,669 | — | $8K | <0.1% | |
| FIDELITY NASDAQ COMPOSITE INDEX | — | 59 | — | $6K | <0.1% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM | — | 183 | — | $5K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | 6,467 | — | $2K | <0.1% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM | — | 141 | — | $2K | <0.1% |