Engage Peo Retirement Savings Plan — Form 5500 plan (The S2 Hr Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Engage Peo Retirement Savings Plan is a benefit plan reported by The S2 Hr Group, LLC under EIN 45-2441552 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,804 participants and $746,603,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The S2 Hr Group, LLC
- EIN
- 45-2441552
- Plan number
- 001
- Plan type
- 3
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 27,804
- End-of-year plan assets
- $746,603,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,804 | H, C | 20241008093734NAL0034278466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $746,603,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $746,603,364
- Net assets (BOY)
- $406,320,250
Income & contributions
- Employer contributions
- $23,882,674
- Participant contributions
- $60,877,113
- Total contributions
- $98,063,541
- Total income / additions
- $183,768,603
Expenses & distributions
- Benefits paid
- $50,734,693
- Administrative expenses
- $2,441,415
- Total expenses
- $53,818,115
- Net increase / (decrease)
- $129,950,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $1,450,979 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp. | INVESTMENT MGMT | $683,891 | not reported in the loaded dataset | 2023 |
| The S2 Hr Group, LLC | PLAN ADMINISTRATOR | $241,750 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $33,660 | not reported in the loaded dataset | 2023 |
| Bks Retirement Services | INVESTMENT ADVISOR | $31,134 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The S2 Hr Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersburg, FL
- Slavic Integrated Administration — Schedule C compensation
- Slavic Mutual Fund Management Corp. — Schedule C compensation
- The S2 Hr Group, LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Bks Retirement Services — Schedule C compensation