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Original filing (PDF)20251015111841NAL0002312723001
GROUP PLAN SYSTEMS, LLC
Form 5500
FILING_RECEIVED
HEAD START RETIREMENT PROGRAM 403(B)
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
139
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 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
60
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
016
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | 81-4473358 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities· $17.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifcyc In 2035 F R6 Mutual Funds | — | — | — | $3.8M | 21.6% | |
| Nuveen Lifcyc In 2025 F R6 Mutual Funds | — | — | — | $3.5M | 19.9% | |
| Nuveen Lifcyc In 2040 F R6 Mutual Funds | — | — | — | $2.1M | 12.2% | |
| Nuveen Lifcyc In 2030 F R6 Mutual Funds | — | — | — | $1.5M | 8.6% | |
| Nuveen Lifcyc In 2020 F R6 Mutual Funds | — | — | — | $1.2M | 7.1% | |
| Nuveen Lifcyc In 2045 F R6 Mutual Funds | — | — | — | $1.2M | 7.0% | |
| Nuveen Lifcyc In 2010 F R6 Mutual Funds | — | — | — | $699K | 4.0% | |
| Voya Fixed Account B Guaranteed investment contract | — | — | — | $596K | 3.4% | |
| Nuveen Lifcyc In 2050 F R6 Mutual Funds | — | — | — | $504K | 2.9% | |
| Voya Intermediate Bond Fund R6 Mutual Funds | — | — | — | $427K | 2.4% | |
| Victory NASDAQ 100 Index R6 Mutual Funds | — | — | — | $404K | 2.3% | |
| Putnam Lrg Cp Val Fd - Cl R6 Mutual Funds | — | — | — | $378K | 2.1% | |
| Allspg Core Plus Bond Fnd R6 Mutual Funds | — | — | — | $320K | 1.8% | |
| Fidelity Mid Cap Idx Fd Mutual Funds | — | — | — | $259K | 1.5% | |
| iShares S&P 500 Index Fund K Mutual Funds | — | — | — | $132K | 0.7% | |
| Vangrd Small-Cap Index Fnd Adm Mutual Funds | — | — | — | $131K | 0.7% | |
| Nuveen Lifcyc In 2060 F R6 Mutual Funds | — | — | — | $81K | 0.5% | |
| Nuveen Lifcyc In 2055 F R6 Mutual Funds | — | — | — | $71K | 0.4% | |
| ClrBrg Intl Growth Fd IS Mutual Funds | — | — | — | $61K | 0.3% | |
| American Funds New World R6 Mutual Funds | — | — | — | $41K | 0.2% | |
| Particpant Loans Interest rates from 4.50% to 5.25% | — | — | — | $32K | 0.2% | |
| Nuveen Lifcyc In 2015 F R6 Mutual Funds | — | — | — | $18K | 0.1% | |
| Nuveen Lifcyc In 2065 F R6 Mutual Funds | — | — | — | $8K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Money market fund | — | — | — | $2K | <0.1% |
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