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Original filing (PDF)20241011171609NAL0022414737001
SEES GROUP, LLC
Form 5500
FILING_RECEIVED
SEES GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
426
Accounts w/ balance
268
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 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
100
Participation health
80
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
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 SEES GROUP, LLC.
Plan sponsor
Name
SEES GROUP, LLC
EIN
81-5205153
Address
7268 JARNIGAN ROAD · SUITE 200 · CHATTANOOGA, TN · 37421
Phone
(423) 508-7337
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | 62-1200951 | — | CONTRACT ADMIN | $15K | — |
Investments
1 pooled fund· $781K(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE CIT MORLEY FINANCIAL SERVICES INC · EIN 93-6274329 / PN 001 | Common Collective Trust | $781K | 4.2% |
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