# Channel Partners Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/channel-partners-group-llc-401k-plan

> Channel Partners Group, LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Channel Partners Group, LLC

- **Sponsor EIN:** 812096287

- **Sponsor Address:** 4450 E. ADAMO DRIVE #501, TAMPA, FL, 33605

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$371,011|$2.1M|

| 2022|2,957|$19.6M|$270,586|$2.3M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$148,818|—|$148,818|

| FINDLEY DAVIES|INVESTMENT ADVISORY|$42,174|—|$42,174|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISORY|$25,750|—|$25,750|

| LOCKTON INVESTMENT ADVISORS|INVESTMENT ADVISORY|$25,391|—|$25,391|

| MAYER HOFFMAN MCCANN P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [LOCKTON INVESTMENT ADVISORS](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $242,133

### 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|

| 2023|$268,785|$90,763|$178,022|—|—|

| 2022|$242,133|$93,315|$148,818|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/channel-partners-group-llc-401k-plan)

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