Back to filter
Original filing (PDF)20251014083940NAL0003390496001
STRATEGIC SOLUTIONS GROUP LLC
Form 5500
FILING_RECEIVED
STRATEGIC SOLUTIONS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
137
Accounts w/ balance
187
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm" is 38% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC SOLUTIONS GROUP LLC.
Plan sponsor
Name
STRATEGIC SOLUTIONS GROUP LLC
EIN
80-0298804
Address
300 1ST AVENUE #103 · NEEDHAM, MA · 02494
Phone
(781) 400-1322
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $21K | — |
Investments
23 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $4.9M | 38.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $2.5M | 19.4% | |
| Vanguard 500 Index Admiral | — | — | — | $2.2M | 17.2% | |
| Vanguard Small Cap Value Index Admiral ** 815 Vanguard Total Bond Market Index Adm | — | — | — | $1.3M | 10.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $706K | 5.4% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $530K | 4.1% | |
| from Participants maturing through September 2029 -0- | — | — | — | $134K | 1.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $98K | 0.8% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $77K | 0.6% | |
| Vanguard Growth Index Admiral | — | — | — | $69K | 0.5% | |
| Vanguard Value Index Adm | — | — | — | $66K | 0.5% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $57K | 0.4% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $49K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $33K | 0.3% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $30K | 0.2% | |
| Vanguard Developed Markets Index Admiral ** 745 Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $28K | 0.2% | |
| DFA Global Real Estate Securities Port | — | — | — | $25K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $23K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $20K | 0.2% | |
| BANC Master Deposit Account A | — | — | — | $9K | <0.1% | |
| DFA International Value I | — | — | — | $1K | <0.1% | |
| TIAA - CREF Nuveen Core Impact Bond Fund Retirement | — | — | — | $1K | <0.1% | |
| DFA Emerging Markets Small Cap I | — | — | — | $1K | <0.1% |
Related plans
Other plans using HUMAN INTEREST ADVISOR LLC
ROMAN HEALTH VENTURES, INC.
ROMAN 401(K) PLAN
$39.9M · 489 participants
FAIRE WHOLESALE, INC.
FAIRE 401(K) PLAN
$32.7M · 560 participants
REMARKABLE FOODS, INC.
REMARKABLE FOODS, INC. 401(K) PLAN
$23.2M · 2,005 participants
CODA PROJECT, INC.
CODA PROJECT 401(K) PLAN
$18.3M · 187 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
MODERN LIFE INC.
MODERN HEALTH 401(K) PLAN
$16.6M · 266 participants
Similar-size Professional & Technical Services plans
MEDICAL INFORMATICS ENGINEERING,
MEDICAL INFORMATICS ENGINEERING, INC. 401(K) RETIREMENT PLAN
$13.0M · 142 participants
BECKLAR, LLC
BECKLAR, LLC 401(K) PLAN
$13.0M · 748 participants
DYNAMIC COMPUTING SERVICES CORPORATION
DCS EMPLOYEE SAVINGS AND RETIREMENT PLAN
$13.0M · 77 participants
US DATA MANAGEMENT, LLC DBA USDM LIFE SCIENCES
USDM LIFE SCIENCES 401(K) SAVINGS PLAN
$13.0M · 135 participants
EAGLE TECHNOLOGIES, INC.
EAGLE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$12.8M · 30 participants
VETERANS EZ INFO, INC.
VETSEZ 401(K) PLAN
$12.8M · 243 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B