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Original filing (PDF)20251003150029NAL0001544161001
SA SUPPORT SERVICES, INC.
Form 5500
FILING_RECEIVED
SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
525
Accounts w/ balance
245
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SA SUPPORT SERVICES, INC..
Plan sponsor
Name
SA SUPPORT SERVICES, INC.
EIN
84-2001593
Address
233 PARK AVENUE SOUTH #201 · MINNEAPOLIS, MN · 554151132
Phone
(612) 332-3000
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAHONEY,ULBRICH,CHRISTIANSEN&RUSSPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
20 direct securities · 13 pooled funds· $17.2M(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.
Common Collective Trust
$10.9M
12 holdings
Uncategorized
$6.2M
20 holdings
Pooled Separate Account
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM Total Ret Bond R6 Fd | — | — | — | $1.8M | 14.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 14.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 13.7% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $1.5M | 12.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 12.4% | |
| Vanguard 500 Index Admiral Fd | — | — | — | $1.3M | 10.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $944K | 7.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $474K | 3.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $427K | 3.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $295K | 2.4% | |
| Prin LifeTime Hybr 2065 CIT Z | — | — | — | $293K | 2.3% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $290K | 2.3% | |
| JP Morgan Large Cap Gr R6 Fd | — | — | $0 | $260K | 2.1% | |
| Loomis Sayles Core Pls Bd N Fd | — | — | $0 | $233K | 1.9% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | — | $151K | 1.2% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $130K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $64K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45K | 0.4% | |
| Prin LifeTime Hybr 2040 CIT Z | — | — | — | $45K | 0.4% | |
| JanusHenderson Triton N | — | — | $0 | $29K | 0.2% | |
| Columbia Div Income I3 Fund | — | — | $0 | $25K | 0.2% | |
| Prin LifeTime Hybr 2050 CIT Z | — | — | — | $24K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | — | — | $0 | $22K | 0.2% | |
| Amer Century Emerg Mkts R6 Fd | — | — | $0 | $19K | 0.2% | |
| First Eagle Overseas R6 Fund | — | — | $0 | $10K | <0.1% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | — | $9K | <0.1% | |
| American Fds WshMut Inv R6 Fd | — | — | $0 | $9K | <0.1% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $7K | <0.1% | |
| Participant Loans | — | — | — | $260 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $260 | <0.1% |
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