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Original filing (PDF)20250806134944NAL0001733011001
SEMLER BROSSY CONSULTING GROUP, LLC
Form 5500
FILING_RECEIVED
SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
99
Accounts w/ balance
150
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Participant-Directed Brokerage Accounts *** Brokerage Securities Participant-Directed Brokerage Accounts" is 48% of plan.
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEMLER BROSSY CONSULTING GROUP, LLC.
Plan sponsor
Name
SEMLER BROSSY CONSULTING GROUP, LLC
EIN
95-4885750
Address
11755 WILSHIRE BOULEVARD 10TH FLOOR · LOS ANGELES, CA · 90025
Phone
(310) 481-0180
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-08-06
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | — | TPA ALLOWANCE PROGRAM | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | 93-1253576 | — | SFG | $49K | — |
| BURNHAM GIBSON WEALTH ADVISORS LLC | 47-5476782 | — | TRUST PARTNER | $42K | — |
| SCHWAB | 25-1838406 | — | TRUST PARTNER | $18K | — |
Investments
29 direct securities · 2 pooled funds· $23.2M(95% 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.
Uncategorized
$22.8M
29 holdings
Common Collective Trust
$377K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts *** Brokerage Securities Participant-Directed Brokerage Accounts | — | — | — | $11.3M | 46.3% | |
| BlackRock Lifepath Index 2060 K | — | — | — | $2.4M | 10.0% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.7M | 7.1% | |
| BlackRock Lifepath Index 2050 K | — | — | — | $1.2M | 4.8% | |
| BlackRock Lifepath Index 2055 K | — | — | — | $1.0M | 4.3% | |
| BlackRock Lifepath Index 2045 K | — | — | — | $852K | 3.5% | |
| Money Funds Interest-Bearing Cash Held in Participant-Directed Brokerage Accounts | — | — | — | $826K | 3.4% | |
| BlackRock Lifepath Index Retirement K | — | — | — | $661K | 2.7% | |
| Fidelity Investments Fidelity Small-Cap Index | — | — | — | $463K | 1.9% | |
| BlackRock Lifepath Index 2030 K | — | — | — | $442K | 1.8% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT FUND · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $328K | 1.3% | |
| BlackRock Lifepath Index 2040 K | — | — | — | $288K | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $217K | 0.9% | |
| Fidelity Investments Fidelity Institutional Index Fund | — | — | — | $214K | 0.9% | |
| Columbia Threadneedle Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $211K | 0.9% | |
| Fidelity Investments Fidelity Mid-Cap Index | — | — | — | $172K | 0.7% | |
| MFS Mid-Cap Growth Class R6 | — | — | — | $151K | 0.6% | |
| Principal Funds Principal Real Estate Securities R6 | — | — | — | $103K | 0.4% | |
| MFS Mass Investors Growth Stock R6 | — | — | — | $93K | 0.4% | |
| JPMorgan Large-Cap Value R6 | — | — | — | $83K | 0.3% | |
| Fidelity Investments Fidelity Advance International Growth Fund Class Z | — | — | — | $77K | 0.3% | |
| Fidleity Investments Adv Intn Grth Fund Class Z | — | — | — | $77K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $63K | 0.3% | |
| The Standard Insurance Company Standard Stable Asset Fund D | — | — | — | $52K | 0.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY COLLECTIVE INVESTENT FUND · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| Amundi US Pioneer Bond Fund Class K | — | — | — | $45K | 0.2% | |
| Principal Funds Principal Small-Cap Growth R6 | — | — | — | $33K | 0.1% | |
| MassMutual Premier High Yield I | — | — | — | $17K | <0.1% | |
| Allspring Global Investments Allspring Special Small-Cap Value Fund R6 | — | — | — | $11K | <0.1% | |
| Participant Loans Loan to participant, bearing interest at 5.25% | — | — | — | $8K | <0.1% | |
| PGIM Investments PGIM Global Total Return R6 | — | — | — | $3K | <0.1% |
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