Plan Snapshot
- Plan Sponsor: Cis Group, LLC
- Sponsor EIN: 113702968
- Sponsor Address: 300 STATE STREET, UNIT 92548, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $8.8M
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 | 167 | $8.8M | $255,651 | $590,769 |
| 2023 | 139 | $8.0M | $228,833 | $546,364 |
| 2022 | 128 | $6.7M | $264,868 | $594,949 |
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 |
|---|---|---|---|---|
| LAWRENCE J. BEARDSLEY CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAWRENCE J. BEARDSLEY CPA, PLLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $67,977 | $32,774 | — | — | — |
| 2023 | $45,178 | $31,191 | — | — | — |
| 2022 | $48,898 | $31,829 | $17,069 | — | — |