Employer · plans filed under one EIN
Group Plan Systems, LLC
Columbus, OH · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
7 retirement plans with 100 or more participants file Form 5500 under Group Plan Systems, LLC's employer identification number (Columbus, Ohio). Their latest filings total 24,077 participant records and $176M in net assets.
The largest is My 401(k) Plan, a 401(k) plan with 12,833 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $6.2M and participant contributions $18.5M in the latest plan years; benefits paid were $18.3M. Schedule C compensation reported to service provider organisations totalled $1.4M.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| My 401(k) Plan | 401(k) plan | 2024 | 12,833 | $103M | $8,011 | $196 | $428K |
| The Nacc 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 7,942 | $10.3M | $1,303 | $287 | $54K |
| GPS Navigator Pooled Employer Plan | 401(k) plan | 2024 | 1,410 | $45.1M | $32,000 | $1,451 | $722K |
| Everyonesaves Pooled Employer Plan | 401(k) plan | 2024 | 1,181 | — | — | — | $0 |
| Clearvantage Pooled Employer Plan | 401(k) plan | 2024 | 351 | — | — | — | $0 |
| Thrive 403(b) PEP | 403(b) plan | 2025 | 203 | — | — | — | $0 |
| Head Start Retirement Program 403(b) | 401(k) plan | 2024 | 157 | $17.6M | $112,040 | $357 | $190K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 1 | 203 | $0 | $0 | $0 |
| 2024 | 6 | 23,874 | $176M | $6.2M | $18.5M |
| 2023 | 2 | 13,506 | $70.4M | $714K | $1.1M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| RKL Wealth Management, LLC | — | 1 | $581,515 |
| Alera Investment Advisors | — | 1 | $174,539 |
| Curafin Advisors | Investment management; Named fiduciary; Participant communication; Investment advisory (plan) | 2 | $146,361 |
| Matthews, Gold, Kennedy, & Snow Inc. | Contract Administrator | 1 | $133,444 |
| Curafin Advisors A.D.B.A. of TMD | Investment management; Named fiduciary; Participant communication | 1 | $121,882 |
| July Business Services, LLC | Contract Administrator; Recordkeeping and information management | 1 | $93,422 |
| Group Plan Systems, LLC | Plan Administrator; Named fiduciary; Other services | 2 | $55,087 |
| At Retirement Services | Contract Administrator; Recordkeeping and information management; Consulting (pension); Participant loan processing | 1 | $48,579 |
| HFM Investment Advisors, LLC | — | 1 | $17,349 |
| Ascensus | Other services | 1 | $15,652 |
| The Strunk Insurance Group, Inc. | — | 1 | $5,251 |
| Benifit, LLC | — | 1 | $1,276 |
| Benifit, LLC | — | 1 | $531 |
| Voya Retirement Insurance | — | 1 | $135 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Group Plan Systems, LLC have?
7 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: My 401(k) Plan, The Nacc 401(k) Pooled Employer Plan, GPS Navigator Pooled Employer Plan and Everyonesaves Pooled Employer Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Group Plan Systems, LLC contribute to its plans?
$6,180,577 in employer contributions across these plans in their latest plan years, about $277 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name RKL Wealth Management, LLC, Alera Investment Advisors, Curafin Advisors and Matthews, Gold, Kennedy, & Snow Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.