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Original filing (PDF)20250530145332NAL0008190225001
THE SIMPLEX GROUP, INC.
Form 5500
FILING_RECEIVED
REGIS HR GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,257
Accounts w/ balance
2,418
Plan assets (EOY)
$107.8M
Net assets (EOY)
$107.8M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — 599% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SIMPLEX GROUP, INC..
Plan sponsor
Name
THE SIMPLEX GROUP, INC.
DBA
REGIS HR GROUP
EIN
65-1130355
Address
10625 N KENDALL DRIVE · MIAMI, FL · 33176
Phone
(786) 272-5305
Industry
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
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
VERDEJA AND ALVAREZ, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 5TH STREET ADVISORS, LLC | — | STAMFORD, CT | INVESTMENT ADVISORY | $330K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $424K | — |
Investments
47 direct securities· $107.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $7.8M | 7.2% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $7.6M | 7.0% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $7.5M | 6.9% | |
| Vanguard VLCAX - Vanguard Large Cap Index Admiral | — | — | — | $7.0M | 6.5% | |
| Vanguard VSMGX - Vanguard Life Strategy Moderate | — | — | — | $6.4M | 6.0% | |
| Vanguard VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $5.2M | 4.8% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $4.9M | 4.6% | |
| Fidelity FATIX - Fidelity Advisor Technology | — | — | — | $4.5M | 4.2% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | — | — | — | $4.5M | 4.1% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $4.4M | 4.1% | |
| Vanguard VASGX - Vanguard Life Strategy Growth | — | — | — | $4.0M | 3.7% | |
| American Funds RGAGX - American Funds Growth Fund Of America R6 | — | — | — | $3.8M | 3.5% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | — | — | — | $3.2M | 2.9% | |
| Fidelity FMPXX - Fidelity Inst Money Market | — | — | — | $3.1M | 2.8% | |
| Vanguard VTIAX - Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $2.6M | 2.4% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $2.6M | 2.4% | |
| T. Rowe Price PRHSX - T. Rowe Price Health Sciences | — | — | — | $2.1M | 2.0% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.0M | 1.8% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $2.0M | 1.8% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $1.8M | 1.7% | |
| Vanguard VBILX - Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $1.8M | 1.6% | |
| Vanguard VWENX - Vanguard Wellington Admiral | — | — | — | $1.7M | 1.6% | |
| Vanguard VFTAX - Vanguard Ftse Social Index Admiral | — | — | — | $1.5M | 1.4% | |
| Vanguard VSCGX - Vanguard Life Strategy Conservative | — | — | — | $1.3M | 1.2% | |
| Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | — | — | — | $1.2M | 1.2% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $975K | 0.9% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | — | — | — | $951K | 0.9% | |
| Vanguard VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $876K | 0.8% | |
| Vanguard VASIX - Vanguard Lifestrategy Income | — | — | — | $836K | 0.8% | |
| Davis DVFYX - Davis Financial | — | — | — | $785K | 0.7% | |
| Vanguard VWEAX - Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $777K | 0.7% | |
| American Funds RNWGX - American Funds New World R6 | — | — | — | $768K | 0.7% | |
| Vanguard VGSLX - Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $754K | 0.7% | |
| Pimco PTTRX - Pimco Total Return Inst | — | — | — | $748K | 0.7% | |
| Vanguard VWIAX - Vanguard Wellesley Income Adm | — | — | — | $730K | 0.7% | |
| American Funds RWIGX - American Funds Capital World G & I R6 | — | — | — | $613K | 0.6% | |
| Vanguard VAIPX - Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $548K | 0.5% | |
| Vanguard VGENX - Vanguard Energy | — | — | — | $502K | 0.5% | |
| Vanguard VCSAX - Vanguard Consumer Staples Index | — | — | — | $465K | 0.4% | |
| T. Rowe Price PRNEX - T. Rowe Price New Era | — | — | — | $464K | 0.4% | |
| Fidelity FSUTX - Fidelity Select Utilities | — | — | — | $435K | 0.4% | |
| American Funds RMFGX - American Funds American Mutual Fund | — | — | — | $407K | 0.4% | |
| Vanguard VTABX - Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $335K | 0.3% | |
| Vanguard VINAX - Vanguard Industrials Index Fund Admiral Shares | — | — | — | $267K | 0.2% | |
| T. Rowe Price RPIFX - T. Rowe Price Instl Floating Rate Fund | — | — | — | $228K | 0.2% | |
| Vanguard VMFXX - Vanguard Federal Money Market Fund Investor Shares | — | — | — | $91K | <0.1% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 | — | — | — | $70K | <0.1% |
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