How big is The S2 HR Group, LLC's plan?

The S2 HR Group, LLC's plan reported $1.0B in assets and 30,449 participants for 2024.

Original filing (PDF)20251007131725NAL0004615009001

The S2 HR Group, LLC

Name: The S2 HR Group, LLC — Engage PEO Retirement Savings, Form 5500 (2024)
Creator: The S2 HR Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Engage PEO Retirement Savings Plan

401(k) retirement plan · The S2 HR Group, LLC's Engage PEO Retirement Savings Plan held $1.0B in plan assets for 30,449 participants in 2024.

Signals · 2

Corrective distributions issued8 service providers

Active participants

30,449

Accounts w/ balance

23,364

Plan assets (EOY)

$1.0B

Net assets (EOY)

$1.0B

People on this filing

Stephanie Mauceri signed The S2 HR Group, LLC's 2024 Form 5500 as plan administrator.

Stephanie Mauceri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The S2 HR Group, LLC's EIN is 45-2441552.

EIN 45-2441552

Plan number 001

Plan year 2024

ACK ID 20251007131725NAL0004615009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The S2 HR Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The S2 HR Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE S2 HR GROUP, LLC.

Finding similar companies…

How this plan invests

This plan

51 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (8th percentile).
Fragmented vendor stack (8 disclosed providers, 5 categories).

Plan sponsor

Name

THE S2 HR GROUP, LLC

EIN

all filings

Address

3001 EXECUTIVE DRIVE, SUITE 340 · ST. PETERSBURG, FL · 33762

Phone

(888) 780-8807

Industry

Professional & Technical Services

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

2025-10-07

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)

2V · PEO multiple-employer plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

8 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP.	59-2749576	—	INVESTMENT MGMT	$1.3M	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BKS RETIREMENT SERVICES	84-1921272

Investments

51 direct securities· $1.0B(97% of reported assets)

Mutual Funds

$798.4M

37 holdings

Common Collective Trusts

$154.1M

6 holdings

Other securities

$51.8M

8 holdings

					% of plan
Vanguard Target Retirement 2035 Mutual fund	Mutual Funds	—	—	$119.5M	11.5%
Vanguard Target Retirement 2030 Mutual fund	Mutual Funds	—	—	$105.0M	10.1%
Vanguard Target Retirement 2045 Mutual fund	Mutual Funds	—	—	$83.8M	8.1%
Vanguard Target Retirement 2040 Mutual fund	Mutual Funds	—	—	$83.3M	8.0%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$76.7M	7.4%
Vanguard Target Retirement 2025 Mutual fund	Mutual Funds	—	—	$73.9M	7.1%
Vanguard Target Retirement 2050 Mutual fund	Mutual Funds	—	—	$70.9M	6.8%
Vanguard Target Retirement 2055 Mutual fund	Mutual Funds	—	—	$50.6M	4.9%
Vanguard Target Retirement 2020 Mutual fund	Mutual Funds	—	—	$42.5M	4.1%
Vanguard Total Stock Market Index Admira Mutual fund	Common Collective Trusts	—	—	$33.3M	3.2%
Vanguard VITAX - Vanguard Information Technology Index Fund Admiral Shares	Common Collective Trusts	—	—	$28.4M	2.7%
Vanguard Target Retirement 2060 Mutual fund	Mutual Funds	—	—	$25.4M	2.4%
Vanguard Target Retirement Income Mutual fund	Mutual Funds	—	—	$23.9M	2.3%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$18.5M	1.8%
Vanguard Federal Money Market Mutual fund	Mutual Funds	—	—	$17.2M	1.7%
T. Rowe Price All-Cap Opportunities I Mutual fund	Other securities	—	—	$14.4M	1.4%
maturing at various dates, secured by participant account balance	Other securities	—	—	$13.8M	1.3%
Vanguard Mid Cap Index Instl Mutual fund	Mutual Funds	—	—	$12.2M	1.2%
BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K	Common Collective Trusts	—	—	$12.1M	1.2%
T. Rowe Price PDGIX - T. Rowe Price Dividend Growth I	Other securities	—	—	$9.2M	0.9%
Vanguard Target Retirement 2065 Inv Mutual fund	Mutual Funds	—	—	$8.3M	0.8%
Vanguard Equity Income Admiral Mutual fund	Mutual Funds	—	—	$7.2M	0.7%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$6.2M	0.6%
Vanguard Total International Stock Index Mutual fund	Mutual Funds	—	—	$6.1M	0.6%
Vanguard Small Cap Growth Index Adm Mutual fund	Mutual Funds	—	—	$5.7M	0.6%
Vanguard Small Cap Value Index Adm Mutual fund	Mutual Funds	—	—	$4.9M	0.5%
John Hancock Bond R6 Mutual fund	Other securities	—	—	$4.8M	0.5%
BlackRock Health Sciences Ops I Mutual fund	Other securities	—	—	$4.5M	0.4%
Vanguard Total Bond Market Index Admiral Mutual fund	Mutual Funds	—	—	$4.0M	0.4%
American Funds EuroPacifc R6 Mutual fund	Mutual Funds	—	—	$3.8M	0.4%
Fidelity Emerging Markets Index Mutual fund	Mutual Funds	—	—	$3.4M	0.3%
American Century Midcap Value R6 Mutual fund	Other securities	—	—	$3.0M	0.3%
Vanguard VINAX - Vanguard Industrials Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.9M	0.3%
Vanguard Short-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$2.8M	0.3%
Invesco Oppenheimer Gold & Special Miner Mutual fund	Mutual Funds	—	—	$2.8M	0.3%
Vanguard FTSE Social Index Admiral Mutual fund	Mutual Funds	—	—	$2.8M	0.3%
Vanguard Real Estate Index Admiral Mutual fund	Mutual Funds	—	—	$2.5M	0.2%
Putnam High Yield Advantage Mutual fund	Mutual Funds	—	—	$2.1M	0.2%
JPMorgan Mid Cap Growth R6 Mutual fund	Other securities	—	—	$1.9M	0.2%
Franklin Utilities R6 Mutual fund	Mutual Funds	—	—	$1.9M	0.2%
Vanguard Inflation Protected Securities Mutual fund	Mutual Funds	—	—	$1.6M	0.2%
Vanguard Short-Term Inf Prot Index Admir Mutual fund	Mutual Funds	—	—	$1.6M	0.2%
Vanguard VSGDX - Vanguard Short-Term Federal Fund Admiral Shares	Mutual Funds	—	—	$1.1M	0.1%
Fidelity Select Materials Portfolio Mutual fund	Mutual Funds	—	—	$862K	<0.1%
Vanguard Target Retirement 2070 Mutual fund	Mutual Funds	—	—	$772K	<0.1%
Fidelity Intl Sustainability Idx Mutual fund	Common Collective Trusts	—	—	$711K	<0.1%
Fidelity Sustainability Bond Index Mutual fund	Mutual Funds	—	—	$676K	<0.1%
Fidelity SDBA Mutual fund	Mutual Funds	—	—	$350K	<0.1%
BNY Mellon Sm/Md Cp Gr Y Mutual fund	Other securities	—	—	$165K	<0.1%
Vanguard Cash Reserves Federal Adm Mutual fund	Mutual Funds	—	—	$5K	<0.1%