# Cis Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cis-group-llc-401k-plan

> Cis Group, LLC&#39;s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$21,116|—|$21,116|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$15,587|—|$15,587|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,658|—|$11,658|

| 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](https://planprovider.pro/provider/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:** $48,361

- **Estimated Expense Ratio:** 0.550% 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|$67,977|$32,774|—|—|—|

| 2023|$45,178|$31,191|—|—|—|

| 2022|$48,898|$31,829|$17,069|—|—|

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