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  2. Group Plan Systems, LLC
  • Retirement analytics
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Filings through Oct 24, 2026.

Group Plan Systems, LLC

EIN 87-2096126-Finance and Insurance-Latest filing 2025
Plans
15
Retirement
15
$512.3M assets
Health & Benefits
0
Participants
36,680
2470 EAST MAIN STREET - COLUMBUS, OH 43209913-236-9841
Plans on this EIN
15 filings
#001401(k)-$203.7M - 10,226 part#002401(k)-$121.1M - 11,426 part#003401(k)-$40.6M - 2,099 part#016403(b)-$29.7M - 633 part#007401(k)-$26.1M - 9,360 part#009401(k)-$22.6M - 387 part#022401(k)-$21.4M - 277 part#005401(k)-$18.1M - 407 part#011401(k)-$11.2M - 818 part#014401(k)-$6.9M - 141 part#013401(k)-$4.5M - 187 part#015401(k)-$3.5M - 124 part#018403(b)-$2.1M - 203 part#008401(k)-$694K - 337 part#017401(k)-$194K - 55 part+9 more plans

Retirement portfolio analytics

15 plans aggregated / $512.3M assets / 36,680 participants

Assets by plan

Share of aggregate retirement assets

  • POOLED EMPLOYER PLAN (#001)$203.7M
  • MY 401(K) (#002)$121.1M
  • POOLED EMPLOYER PLAN (#003)$40.6M
  • RETIREMENT PROGRAM 403(B) (#016)$29.7M
  • POOLED EMPLOYER PLAN (#007)$26.1M
  • HORIZONS PEP TM (#009)$22.6M
  • +9 more
Total $512.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • (Not disclosed)$346.8M
  • VOYA FINANCIAL ADVISORS INC$154.3M
  • EPIC RETIREMENT PLAN SERVICES$11.2M
Total $512.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MY 401(K) (#002)11,426
  • POOLED EMPLOYER PLAN (#001)10,226
  • POOLED EMPLOYER PLAN (#007)9,360
  • POOLED EMPLOYER PLAN (#003)2,099
  • RETIRENOW Savings (#011)818
  • RETIREMENT PROGRAM 403(B) (#016)633
  • +9 more
Total 36,680Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GPS NAVIGATOR POOLED EMPLOYER PLAN

401(k)

Assets$203.7M
Participants10,226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MY 401(K) PLAN

401(k)

Assets$121.1M
Participants11,426
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

EVERYONESAVES POOLED EMPLOYER PLAN

401(k)

Assets$40.6M
Participants2,099
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#016

HEAD START RETIREMENT PROGRAM 403(B)

403(b)

Assets$29.7M
Participants633
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

THE NACC 401(K) POOLED EMPLOYER PLAN

401(k)

Assets$26.1M
Participants9,360
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009

HAPPY HORIZONS PEP TM

401(k)

Assets$22.6M
Participants387
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

JG PARKER RETIREMENT SOLUTION

401(k)

Assets$21.4M
Participants277
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

CLEARVANTAGE POOLED EMPLOYER PLAN

401(k)

Assets$18.1M
Participants407
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011

RETIRENOW SAVINGS PLAN

401(k)

Assets$11.2M
Participants818
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#014

RETIREMENT SOLUTIONS 401K PEP

401(k)

Assets$6.9M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#013

TODAY'S 401(K) POOLED EMPLOYER PLAN

401(k)

Assets$4.5M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015

HEAD START RETIREMENT PROGRAM 401(K)

401(k)

Assets$3.5M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

THRIVE 403(B) PEP

403(b)

Assets$2.1M
Participants203
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

LEGACY LINK POOLED EMPLOYER PLAN

401(k)

Assets$694K
Participants337
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#017

GREENPATH 401(K) PLAN

401(k)

Assets$194K
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

15 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GPS NAVIGATOR POOLED EMPLOYER PLAN401(k)$203.7M10,2262025
#002MY 401(K) PLAN401(k)$121.1M11,4262025
#003EVERYONESAVES POOLED EMPLOYER PLAN401(k)$40.6M2,0992025
#016HEAD START RETIREMENT PROGRAM 403(B)403(b)$29.7M6332025
#007THE NACC 401(K) POOLED EMPLOYER PLAN401(k)$26.1M9,3602025
#009HAPPY HORIZONS PEP TM401(k)$22.6M3872025
#022JG PARKER RETIREMENT SOLUTION401(k)$21.4M2772025
#005CLEARVANTAGE POOLED EMPLOYER PLAN401(k)$18.1M4072025
#011RETIRENOW SAVINGS PLAN401(k)$11.2M8182025
#014RETIREMENT SOLUTIONS 401K PEP401(k)$6.9M1412025
#013TODAY'S 401(K) POOLED EMPLOYER PLAN401(k)$4.5M1872025
#015HEAD START RETIREMENT PROGRAM 401(K)401(k)$3.5M1242025
#018THRIVE 403(B) PEP403(b)$2.1M2032025
#008LEGACY LINK POOLED EMPLOYER PLAN401(k)$694K3372025
#017GREENPATH 401(K) PLAN401(k)$194K552025
  • GPS NAVIGATOR POOLED EMPLOYER PLAN$203.7M
    #001 · 401(k) · 202510,226
  • MY 401(K) PLAN$121.1M
    #002 · 401(k) · 202511,426
  • EVERYONESAVES POOLED EMPLOYER PLAN$40.6M
    #003 · 401(k) · 20252,099
  • HEAD START RETIREMENT PROGRAM 403(B)$29.7M
    #016 · 403(b) · 2025633
  • THE NACC 401(K) POOLED EMPLOYER PLAN$26.1M
    #007 · 401(k) · 20259,360
  • HAPPY HORIZONS PEP TM$22.6M
    #009 · 401(k) · 2025387
  • JG PARKER RETIREMENT SOLUTION$21.4M
    #022 · 401(k) · 2025277
  • CLEARVANTAGE POOLED EMPLOYER PLAN$18.1M
    #005 · 401(k) · 2025407
  • RETIRENOW SAVINGS PLAN$11.2M
    #011 · 401(k) · 2025818
  • RETIREMENT SOLUTIONS 401K PEP$6.9M
    #014 · 401(k) · 2025141
  • TODAY'S 401(K) POOLED EMPLOYER PLAN$4.5M
    #013 · 401(k) · 2025187
  • HEAD START RETIREMENT PROGRAM 401(K)$3.5M
    #015 · 401(k) · 2025124
  • THRIVE 403(B) PEP$2.1M
    #018 · 403(b) · 2025203
  • LEGACY LINK POOLED EMPLOYER PLAN$694K
    #008 · 401(k) · 2025337
  • GREENPATH 401(K) PLAN$194K
    #017 · 401(k) · 202555
Retirement plans

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