Retirement plan

GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN

Name: GROUP SERVICES, LLC - GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: GROUP SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN, GROUP SERVICES, LLC

GROUP SERVICES, LLCEIN 75-2328761Plan #001PY 2025

201 MAIN STREET, SUITE 2700 - FORT WORTH, TX 76102817-390-8540gsisecurity.comLinkedIn51-200 employeessecurity and investigations

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$41.1M

+11.0% from 2024

Total participants

-5.1% from 2024

Average account balance

$437,751

+16.9% from 2024

Annual return

15.27%

+0.53 pp from 2024

Benchmarks

See 4,019 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,019 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$41.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$438K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$156

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH6 years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$14,669

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$198 / participant

Recordkeeping$15K100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WHITLEY PENN
Auditor EIN: 752393478
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$437,751

$57,590+660.1%

$86,233+407.6%

$82,448+430.9%

Participation rate

100.0%

57.9%+42.1pp

69.0%+31.0pp

68.1%+31.9pp

Annual return

15.27%

22.41%-7.1pp

61.39%-46.1pp

41.64%-26.4pp

Employer contribution / active EE

$12,221

$1,655+638.3%

$2,504+388.0%

$2,551+379.1%

Participant deferral / active EE

$15,740

$3,080+411.1%

$4,559+245.3%

$4,139+280.3%

Admin fee / account holder

$156

$4,730-96.7%

$8,342-98.1%

$7,234-97.8%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH6 years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$14,669

GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion