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Original filing (PDF)20250711120448NAL0009551504001
GROUP SERVICES, LLC
Form 5500
FILING_RECEIVED
GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
99
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP SERVICES, LLC.
Plan sponsor
Name
GROUP SERVICES, LLC
EIN
75-2328761
Address
201 MAIN STREET, SUITE 2700 · FORT WORTH, TX · 76102
Phone
(817) 390-8540
Industry
Admin Support & Waste Mgmtsee 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $16K | — |
Investments
30 direct securities · 1 pooled fund· $37.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.4M
29 holdings
Common Collective Trust
$3.6M
1 holding
Mutual Funds
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.8M | 18.3% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.6M | 9.8% | |
| American Funds American Funds 2025 Target Date Retirement Fund - Class R6 | — | — | — | $3.5M | 9.5% | |
| JPMorgan Large Cap Growth Fund - Class R6 | — | — | — | $3.0M | 8.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund - Class R6 | — | — | — | $2.7M | 7.4% | |
| Fidelity International Index Fund | — | — | — | $1.8M | 4.7% | |
| American Funds American Funds 2045 Target Date Retirement Fund - Class R6 | — | — | — | $1.7M | 4.5% | |
| Janus Henderson Janus Henderson Balanced Fund – Class T | — | — | — | $1.6M | 4.3% | |
| Janus Henderson Janus Henderson Enterprise Fund – Class T | — | — | — | $1.6M | 4.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund - Class R6 | — | — | — | $1.4M | 3.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 3.6% | |
| American Funds American Funds 2035 Target Date Retirement Fund - Class R6 | — | — | — | $1.1M | 3.0% | |
| Blackrock Equity Dividend Fund – Class I | — | — | — | $953K | 2.6% | |
| American Funds American Funds 2050 Target Date Retirement Fund - Class R6 | — | — | — | $838K | 2.3% | |
| Fidelity Advisor Total Bond Fund – Class Z | — | — | — | $788K | 2.1% | |
| Fidelity Advisor Small Cap Growth Fund – Class Z | — | — | — | $728K | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $672K | 1.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund - Class R6 | — | — | — | $658K | 1.8% | |
| American Century American Century Small Cap Value Fund - Class R6 * 982 American Funds American Funds 2010 Target Date Retirement Fund - Class R6 | — | — | — | $460K | 1.2% | |
| Blackrock High Yield Bond Portfolio – Class I | — | — | — | $295K | 0.8% | |
| MFS International Diversification Fund - Class R6 | — | — | — | $226K | 0.6% | |
| Principal Real Estate Securities Fund Inst. | — | — | — | $215K | 0.6% | |
| MFS Mid Cap Value Fund – Class R4 | — | — | — | $165K | 0.4% | |
| American Funds American US Government Fund | — | — | — | $157K | 0.4% | |
| Vanguard REIT Index Fund Adm | — | — | — | $135K | 0.4% | |
| American Funds American Funds 2060 Target Date Retirement Fund - Class R6 | — | — | — | $126K | 0.3% | |
| PIMCO International Bond Fund (USD Hedge) - Class I | — | — | — | $126K | 0.3% | |
| American Funds American Funds 2020 Target Date Retirement Fund - Class R6 | — | — | — | $119K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund - Class R6 | — | — | — | $108K | 0.3% | |
| American Century American Century Inflation Adjusted Bond Fund - Class I | Mutual Funds | — | — | $88K | 0.2% | |
| American Funds American Funds 2065 Target Date Retirement Fund - Class R6 | — | — | — | $3K | <0.1% |
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