How big is Special Service for Groups, Inc.'s plan?

Special Service for Groups, Inc.'s plan reported $62.8M in assets and 2,487 participants for 2023.

Original filing (PDF)20250415151753NAL0006584610001

Special Service for Groups, Inc.

Name: Special Service for Groups, Inc. — 403(b) Thrift, Form 5500 (2023)
Creator: Special Service for Groups, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

403(b) retirement plan · Special Service for Groups, Inc.'s 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. held $62.8M in plan assets for 2,487 participants in 2023.

Active participants

2,487

Accounts w/ balance

1,974

Plan assets (EOY)

$62.8M

Net assets (EOY)

$62.8M

People on this filing

BETH de Los Santos signed Special Service for Groups, Inc.'s 2023 Form 5500 as plan administrator.

BETH de Los Santos — 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 Service for Groups, Inc.'s EIN is 95-1716914.

EIN 95-1716914

Plan number 002

Plan year 2023

ACK ID 20250415151753NAL0006584610001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Special Service for Groups, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Special Service for Groups, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

SPECIAL SERVICE FOR GROUPS, INC.

EIN

all filings

Address

905 E 8TH ST · LOS ANGELES, CA · 900211848

Phone

(213) 553-1800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HARRINGTON GROUP CPAS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$23K	—

Investments

49 direct securities · 1 pooled fund· $122.8M(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.

Pooled Separate Account

$60.1M

1 holding

Other securities

$44.1M

32 holdings

Mutual Funds

$13.7M

13 holdings

Common Collective Trusts

$4.9M

3 holdings

Cash / Money Market

$69K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$60.1M	95.7%
s * Mutual of America Mutual of America 2050 Retirement -	Mutual Funds	—	—	$9.2M	14.6%
Mutual of America Mutual of America 2045 Retirement	Other securities	—	—	$7.6M	12.1%
Mutual of America Mutual of America 2040 Retirement	Other securities	—	—	$5.8M	9.3%
Mutual of America Mutual of America 2055 Retirement	Other securities	—	—	$5.0M	7.9%
Mutual of America Mutual of America 2035 Retirement	Other securities	—	—	$4.4M	7.0%
Mutual of America Mutual of America Equity Index	Common Collective Trusts	—	—	$3.9M	6.2%
Mutual of America Mutual of America 2020 Retirement	Other securities	—	—	$3.4M	5.5%
Mutual of America Mutual of America 2060 Retirement	Other securities	—	—	$3.3M	5.2%
Mutual of America Mutual of America 2030 Retirement	Other securities	—	—	$3.2M	5.1%
General account * Mutual of America Mutual of America Interest Accumulation Account -	Other securities	—	—	$2.6M	4.2%
Mutual of America Mutual of America 2025 Retirement	Other securities	—	—	$1.7M	2.7%
T. Rowe T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$1.3M	2.1%
Fidelity VIP Contrafund	Mutual Funds	—	—	$912K	1.5%
Mutual of America Mutual of America Core Bond	Other securities	—	—	$849K	1.4%
Vanguard VIF International	Mutual Funds	—	—	$847K	1.3%
Mutual of America Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$792K	1.3%
Vanguard VIF Diversified Value	Mutual Funds	—	—	$649K	1.0%
DWS Capital Growth	Other securities	—	—	$620K	1.0%
Mutual of America Mutual of America 2065 Retirement	Other securities	—	—	$610K	1.0%
American Century Investments American Century VP Cap Apprec	Other securities	—	—	$581K	0.9%
Mutual of America Mutual of America Moderate Allocation	Other securities	—	—	$526K	0.8%
Fidelity VIP Equity Income	Mutual Funds	—	—	$467K	0.7%
Fidelity VIP Asset Manager	Mutual Funds	—	—	$373K	0.6%
Vanguard Variable Insurance Fund Total Bond Market Index Portfolio	Mutual Funds	—	—	$319K	0.5%
Mutual of America Mutual of America Intermediate Bond	Other securities	—	—	$312K	0.5%
Mutual of America Mutual of America Small-Cap Growth	Other securities	—	—	$294K	0.5%
Mutual of America Mutual of America Aggressive Allocation	Other securities	—	—	$277K	0.4%
Fidelity VIP Mid-Cap	Mutual Funds	—	—	$276K	0.4%
Mutual of America Mutual of America Small-Cap Value	Other securities	—	—	$269K	0.4%
Mutual of America Mutual of America Conservative Allocation	Other securities	—	—	$247K	0.4%
Vanguard VIF Diversified Vanguard VIF REIT Index Portfolio	Mutual Funds	—	—	$245K	0.4%
Mutual of America Mutual of America Small Cap Equity Index	Common Collective Trusts	—	—	$213K	0.3%
Mutual of America Mutual of America International	Other securities	—	—	$202K	0.3%
Mutual of America Mutual of America Retirement Income	Other securities	—	—	$188K	0.3%
Calvert Social Balanced Fund	Other securities	—	—	$181K	0.3%
PIMCO VIT Real Return Institutional Portfolio	Mutual Funds	—	—	$147K	0.2%
American Funds American Funds Insurance SNWFnn	Mutual Funds	—	—	$115K	0.2%
Mutual of America Mutual of America Mid-Cap Value	Other securities	—	—	$110K	0.2%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$108K	0.2%
Mutual of America Mutual of America All America	Other securities	—	—	$107K	0.2%
Goldman Sachs Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$81K	0.1%
Mutual of America Mutual of America Balanced Fund	Other securities	—	—	$73K	0.1%
Mutual of America Mutual of America Money Market	Cash / Money Market	—	—	$69K	0.1%
Mutual of America Mutual of America 2015 Retirement	Other securities	—	—	$62K	<0.1%
Delaware Funds by Macquarie Delaware VIP Small Cap Value Series	Other securities	—	—	$46K	<0.1%
Victory RS Small Cap Growth Equity VIP Series	Other securities	—	—	$43K	<0.1%
Goldman Sachs Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$39K	<0.1%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$29K	<0.1%
Neuberger Berman Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$28K	<0.1%