Original filing (PDF)20251014212616NAL0001845411001

GROUP PLAN SYSTEMS, LLC

Name: GROUP PLAN SYSTEMS, LLC — MY 401(K) PLAN, Form 5500 (2024)
Creator: GROUP PLAN SYSTEMS, LLC

Form 5500

FILING_RECEIVED

MY 401(K) PLAN

401(k) retirement plan

Signals · 4

Late participant contributions34% in single holdingCorrective distributions issued8 service providers

Active participants

12,606

Accounts w/ balance

2,338

Plan assets (EOY)

$102.8M

Net assets (EOY)

$102.8M

How this plan invests

This plan

6 pooled trusts

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP PLAN SYSTEMS, LLC.

Plan sponsor

Name

GROUP PLAN SYSTEMS, LLC

EIN

87-2096126

Address

2470 EAST MAIN STREET · COLUMBUS, OH · 43209

Phone

(913) 236-9841

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

8 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE	71-0294708	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CURAFIN ADVISORS

Investments

48 direct securities · 6 pooled funds· $190.4M(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

$61.8M

5 holdings

Common Collective Trusts

$49.3M

4 holdings

Pooled Separate Account

$38.7M

1 holding

Other securities

$36.6M

41 holdings

Stable Value

$2.2M

1 holding

Bonds / Notes

$1.5M

1 holding

Cash / Money Market

$361K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$22.6M PIMCO$6.9M Voya$2.5M Vanguard$1.6M Goldman Sachs$1.4M American Funds (Capital Group)$835K Dimensional / DFA$388K Janus Henderson$94K State Street / SPDR$53K

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GROUP PLAN SYSTEMS, LLC

THE NACC 401(K) POOLED EMPLOYER PLAN

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$38.7M	37.6%
CuraFin Disciplined Risk Balanced Fund Common collective trust	Common Collective Trusts	—	—	$34.4M	33.4%
CURAFIN DISC RSK BALNCD F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002	Common Collective Trust	—	—	$34.4M	33.4%
CURAFIN DISC RISK AGGR FD INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002	Common Collective Trust	—	—	$12.6M	12.2%
CuraFin Disciplined Risk Moderate Aggressive Fund Common collective trust	Common Collective Trusts	—	—	$12.3M	12.0%
CURAFIN DISC RSK MD AGG FD INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002	Common Collective Trust	—	—	$12.3M	12.0%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$10.0M	9.7%
Fidelity Blue Chip Growth Fund Mutual fund	Other securities	—	—	$6.6M	6.4%
CuraFin Disciplined Risk - Moderate Conservative Fund Common collective trust	Common Collective Trusts	—	—	$2.3M	2.2%
CURAFIN DISC RSK MOD CNS F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002	Common Collective Trust	—	—	$2.3M	2.2%
Voya Fixed Account Guaranteed investment contract	Stable Value	—	—	$2.2M	2.1%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$2.2M	2.1%
PIMCO RealPath Blend 2045 Fund Mutual fund	Other securities	—	—	$1.6M	1.5%
Participant Loans Interest rates from 3.50% to 10.50% $0	Bonds / Notes	—	—	$1.5M	1.4%
Goldman Sachs GQG Partners International Opportunities Mutual fund	Other securities	—	—	$1.4M	1.3%
Columbia Dividend Income Fund Mutual fund	Other securities	—	—	$1.3M	1.3%
Fidelity Small Cap Growth Index Fund Mutual fund	Other securities	—	—	$1.2M	1.1%
Fidelity Mid Cap Value Index Fund Mutual fund	Other securities	—	—	$992K	1.0%
PIMCO RealPath Blend 2050 Fund Mutual fund	Other securities	—	—	$987K	1.0%
PIMCO RealPath Blend 2035 Fund Mutual fund	Other securities	—	—	$985K	1.0%
PIMCO Income Fund Mutual fund	Other securities	—	—	$957K	0.9%
Fidelity Small Cap Index Fund Mutual fund	Other securities	—	—	$861K	0.8%
Fidelity Small Cap Value Index Fund Mutual fund	Other securities	—	—	$853K	0.8%
American Funds American Balanced Fund Mutual fund	Other securities	—	—	$835K	0.8%
Vanguard Developed Markets Index Fund Mutual fund	Other securities	—	—	$799K	0.8%
PIMCO RealPath Blend 2040 Fund Mutual fund	Other securities	—	—	$749K	0.7%
PIMCO RealPath Blend 2060 Fund Mutual fund	Other securities	—	—	$580K	0.6%
RBC Emerging Markets Equity Fund Mutual fund	Other securities	—	—	$555K	0.5%
BrandywineGLOBAL - High Yield Fund Mutual fund	Other securities	—	—	$545K	0.5%
Vanguard Real Estate Index Fund Mutual fund	Other securities	—	—	$489K	0.5%
PIMCO RealPath Blend 2030 Fund Mutual fund	Other securities	—	—	$468K	0.5%
DFA Inflation-Protected Securities Portfolio Mutual fund	Other securities	—	—	$388K	0.4%
Voya Government Money Market Fund Money market fund	Cash / Money Market	—	—	$361K	0.4%
PIMCO RealPath Blend 2055 Fund Mutual fund	Other securities	—	—	$325K	0.3%
CuraFin Disciplined Risk Conservative Fund Common collective trust	Common Collective Trusts	—	—	$270K	0.3%
CURAFIN DISC RSK CONSRV F INST GROUP PLAN SYSTEMS, LLC · EIN 87-2096126 / PN 002	Common Collective Trust	—	—	$270K	0.3%
Vanguard Energy Fund Mutual fund	Other securities	—	—	$253K	0.2%
PIMCO RealPath Blend 2025 Fund Mutual fund	Other securities	—	—	$221K	0.2%
PIMCO RealPath Blend 2065 Fund Mutual fund	Other securities	—	—	$94K	<0.1%
Janus Henderson Mortgage Fund Mutual fund	Other securities	—	—	$94K	<0.1%
AQR Long-Short Equity Fund Mutual fund	Other securities	—	—	$64K	<0.1%
Vanguard Value Index Fund Mutual fund	Other securities	—	—	$61K	<0.1%
SPDR Bloomberg 3-12 Month T-Bill Mutual fund	Other securities	—	—	$53K	<0.1%
Strategic Trust - Running Oak Mutual fund	Other securities	—	—	$44K	<0.1%
Simplify Opportunistic Income Mutual fund	Other securities	—	—	$42K	<0.1%
WisdomTree U.S. Quality Dividend Growth Fund Mutual fund	Other securities	—	—	$27K	<0.1%
iShares Gold Trust Mutual fund	Other securities	—	—	$16K	<0.1%
AGF US Market Neutral Anti Beta Fund Mutual fund	Other securities	—	—	$15K	<0.1%
iShares MSCI USA Quality Factor ETF Mutual fund	Other securities	—	—	$15K	<0.1%
TD Bank, N.A. Mutual fund	Other securities	—	—	$14K	<0.1%

1–50 of 54

1 / 2

Name	EIN	Location	Relation	Direct comp	Indirect comp
GROUP PLAN SYSTEMS, LLC	87-2096126	—	POOLED PEP PROVIDER	$25K	—
THE STRUNK INSURANCE GROUP, INC.	86-0671340	—	AE APPOINTED SRVC PROVID	$5K	—
BENIFIT, LLC	47-4264646	—	AE APPOINTED SRVC PROVID	$1K	—
BENIFIT, LLC	52-1053785	—	AE APPOINTED SRVC PROVID	$531	—