Back to filter
Original filing (PDF)20251013122349NAL0002854722001
THE S2 HR SOLUTIONS GROUP 1, LLC
Form 5500
FILING_RECEIVED
ENGAGE PEO HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~13170 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
23,776
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$909K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 13170 bps in Schedule C fees — 25227% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE S2 HR SOLUTIONS GROUP 1, LLC.
Plan sponsor
Name
THE S2 HR SOLUTIONS GROUP 1, LLC
EIN
45-2568460
Address
3001 EXECUTIVE DRIVE, SUITE 340 · SAINT PETERSBURG, FL · 33762
Phone
(888) 780-8807
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | AUDITOR | $28K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM | 52-1219029 | — | LEGAL | $256K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S2 HR SOLUTIONS DBA ENGAGE | 45-2441552 | — | ADMINISTRATION | $3.2M | — |
| HEALTH ADVOCATE SOLUTIONS | 23-3080019 | — | ENROLLMENT/EAP | $259K | — |
| MILLIMAN SOLUTIONS LLC | 47-5650627 | — | UNDERWRITING | $207K | — |
| TALENT ON DEMAND | 20-2013538 | — | TEMP SERVICES | $89K | — |
| BENEFIT RESOURCES | 16-1428488 | — | COBRA ADMIN | $88K | — |
| MZQ CONSULTING | 38-4010278 | — | DISCRIMINATION TESTING | $63K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.