How big is Special Group USA, Inc.'s plan?

Special Group USA, Inc.'s plan reported $2.1M in assets and 37 participants for 2024.

Original filing (PDF)20250617132847NAL0002551120001

Special Group USA, Inc.

Name: Special Group USA, Inc. — Special Group USA, Inc., Form 5500 (2024)
Creator: Special Group USA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Special Group USA, Inc. 401(k) Plan

401(k) retirement plan · Special Group USA, Inc.'s Special Group USA, Inc. 401(k) Plan held $2.1M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Karen LO signed Special Group USA, Inc.'s 2024 Form 5500 as plan administrator.

Karen LO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Special Group USA, Inc.'s EIN is 85-3002717.

EIN 85-3002717

Plan number 001

Plan year 2024

ACK ID 20250617132847NAL0002551120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Special Group USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Special Group USA, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECIAL GROUP USA, INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score