Original filing (PDF)20250924145522NAL0010771154001

THE SELECT GROUP, LLC

Name: THE SELECT GROUP, LLC — THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THE SELECT GROUP, LLC

Form 5500

FILING_RECEIVED

THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

1,373

Accounts w/ balance

946

Plan assets (EOY)

$43.3M

Net assets (EOY)

$43.3M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Knocking points off

37 bps in Schedule C fees — modestly above peer band of 29 bps.
69% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SELECT GROUP, LLC.

Plan sponsor

Name

THE SELECT GROUP, LLC

EIN

52-2329531

Address

5540 CENTERVIEW DR. · STE. 204, PMB 29053 · RALEIGH, NC · 27606

Phone

(919) 459-1400

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-24

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

PRICEKUBECKA, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$103K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$45K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$12K	—

Investments

33 direct securities· $43.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FID 500 Index Mutual Fund	—	—	—	$7.3M	16.9%
FID Fdm Idx 2055 Ipr Mutual Fund	—	—	—	$6.5M	15.0%
FID Fdm Idx 2060 Ipr Mutual Fund	—	—	—	$5.1M	11.8%
FID Fdm Idx 2050 Ipr Mutual Fund	—	—	—	$3.9M	9.1%
FID Fdm Idx 2045 Ipr Mutual Fund	—	—	—	$3.2M	7.3%
FID Fdm Idx 2040 Ipr Mutual Fund	—	—	—	$2.6M	5.9%
TRP Blue Chip Grth Mutual Fund	—	—	—	$2.5M	5.8%
FID Fdm Idx 2035 Ipr Mutual Fund	—	—	—	$2.1M	4.8%
FID Fdm Idx 2030 Ipr Mutual Fund	—	—	—	$1.2M	2.8%
Vang Equity Inc Adm Mutual Fund	—	—	—	$1.2M	2.8%
FID Intl Index Mutual Fund	—	—	—	$1.1M	2.6%
FID Extd Mkt Idx Mutual Fund	—	—	—	$801K	1.9%
FID Fdm Idx 2065 Ipr Mutual Fund	—	—	—	$672K	1.6%
FID Fdm Idx 2025 Ipr Mutual Fund	—	—	—	$614K	1.4%
FID Total Bond K6 Mutual Fund	—	—	—	$590K	1.4%
DFA Us Target Val I Mutual Fund	—	—	—	$480K	1.1%
FID Govt Mmrk Prm Mutual Fund	—	—	—	$411K	1.0%
AS Spl Mid Cp Val Is Mutual Fund	—	—	—	$398K	0.9%
Jpm Emrg Mkts Eq R6 Mutual Fund	—	—	—	$338K	0.8%
Baron Growth Inst Mutual Fund	—	—	—	$332K	0.8%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	—	—	—	$329K	0.8%
Blkrk High Yld K Mutual Fund	—	—	—	$260K	0.6%
Baron Discovery Inst Mutual Fund	—	—	—	$203K	0.5%
Vang Wellesley Adm Mutual Fund	—	—	—	$181K	0.4%
Vang St Treasury Adm Mutual Fund	—	—	—	$180K	0.4%
FID Fdm Idx 2020 Ipr Mutual Fund	—	—	—	$164K	0.4%
FID Real Estate Idx Mutual Fund	—	—	—	$159K	0.4%
VT Intl Sm Cap Y Mutual Fund	—	—	—	$142K	0.3%
FID Fdm Idx 2015 Ipr Mutual Fund	—	—	—	$116K	0.3%
Vang Emrg Mkt Bd Adm Mutual Fund	—	—	—	$85K	0.2%
C&S Real Estate Z Mutual Fund	—	—	—	$61K	0.1%
FID Sm Cap Idx Mutual Fund	—	—	—	$23K	<0.1%
FID Fdm Idx Inc Ipr Mutual Fund ** 200 * FID Fdm Idx 2010 Ipr Mutual Fund	—	—	—	$1K	<0.1%