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Original filing (PDF)20251113102147NAL0002588770001
GROUP 1001 RESOURCES LLC
Form 5500
FILING_RECEIVED
GROUP 1001 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,585
Accounts w/ balance
1,730
Plan assets (EOY)
$172.3M
Net assets (EOY)
$172.3M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP 1001 RESOURCES LLC.
Plan sponsor
Name
GROUP 1001 RESOURCES LLC
EIN
83-1510950
Address
10555 GROUP 1001 WAY · ZIONSVILLE, IN · 46077
Phone
(844) 448-3519
Industry
Finance & Insurancesee all
Plan administrator
Name
BENEFIT PLANS COMMITTEE
EIN
83-1510950
City
ZIONSVILLE, IN
Phone
(844) 448-3519
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-13
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $43K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $589 | — |
Investments
31 direct securities· $183.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $23.6M | 13.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $16.3M | 9.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $15.4M | 8.9% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $12.5M | 7.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $11.1M | 6.4% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $10.6M | 6.1% | |
| Personal Choice Retirement Account Common stocks, mutual funds and cash | — | — | — | $10.6M | 6.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $8.2M | 4.7% | |
| Vanguard Mid-Cap Index Institutional Fund Mutual Fund | — | — | — | $7.6M | 4.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $7.4M | 4.3% | |
| Vanguard Small-Cap Index Institutional Fund Mutual Fund | — | — | — | $6.0M | 3.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $5.6M | 3.2% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $5.5M | 3.2% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | — | — | — | $5.2M | 3.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $4.9M | 2.8% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $4.8M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $4.1M | 2.4% | |
| DFA US Small Cap Fund Mutual Fund | — | — | — | $3.0M | 1.8% | |
| JPMorgan Core Plus Bond Fund Mutual Fund | — | — | — | $3.0M | 1.7% | |
| Blackrock High Yield Portfolio Fund Mutual Fund | — | — | — | $3.0M | 1.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $2.8M | 1.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $1.9M | 1.1% | |
| Fidelity Overseas Fund Mutual Fund | — | — | — | $1.9M | 1.1% | |
| Participant loans dates through October 2039 -0- | — | — | — | $1.6M | 1.0% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $1.3M | 0.7% | |
| VANGUARD ST INVEST GRD ADMIRAL Registered Investment Company | — | — | — | $1.2M | 0.7% | |
| Blackrock Strategic Income Opportunities Fund Mutual Fund | — | — | — | $1.1M | 0.6% | |
| BLACKROCK STRAT INCM OPPTY Registered Investment Company | — | — | — | $1.1M | 0.6% | |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company | — | — | — | $1.1M | 0.6% | |
| Victory Trivalent International Small-Cap Fund Mutual Fund | — | — | — | $762K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund ** 590 Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $131K | <0.1% |