Plan Snapshot
- Plan Sponsor: Azzur Group, LLC
- Sponsor EIN: 272882810
- Sponsor Address: 330 SOUTH WARMINSTER RD. SUITE 341, HATBORO, PA, 19040
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 363 | $22.1M | $696,482 | $2.6M |
| 2023 | 475 | $18.2M | $885,263 | $2.8M |
| 2022 | 474 | $12.0M | $683,133 | $2.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | RECORD KEEPER | $124,742 | — | $124,742 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $40,615 | — | $40,615 |
| COULTER & JUSTUS PC | AUDIT | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO. — RECORD KEEPER
- ADMIN. GROUP, LLC DBA TAG RESOURCES — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,857
- Estimated Expense Ratio: 0.778% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $171,857 | — | — | $6,500 | — |
| 2023 | $133,438 | — | $133,438 | — | — |
| 2022 | $94,330 | — | $94,330 | — | — |