# Money Group, LLC DC Plan
Source: https://planprovider.pro/companies/ad-practitioners-llc-plan

> Money Group, LLC's DC plan: 116 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Money Group, LLC

- **Sponsor EIN:** 660855069

- **Sponsor Address:** METRO OFFICE PARK BUILDING, GUAYNABO, PR, 00968

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 116

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|116|$4.9M|$0|$0|

| 2024|85|$3.6M|$259,727|$489,453|

| 2023|106|$2.6M|$267,553|$478,950|

| 2022|107|$1.6M|$232,842|$443,862|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RSM PUERTO RICO|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$185,145|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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