# Complete Holdings Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/complete-holdings-group-inc-401k-plan

> Complete Holdings Group, INC.'s 401(k) plan: 819 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Complete Holdings Group, INC.

- **Sponsor EIN:** 621811667

- **Sponsor Address:** 4057 RURAL PLAINS CIRCLE, FRANKLIN, TN, 37064

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

- **Total Participants:** 819

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|819|$16.0M|$963,066|$2.0M|

| 2023|896|$11.3M|$890,739|$1.7M|

| 2022|437|$6.2M|$540,733|$944,921|

## 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|

| JOHN HANCOCK USA|RETAINED BY EMPLOYER|$51,923|—|$51,923|

| HARBOR INVESTMENT ADVISORY|RETAINED BY EMPLOYER|$24,766|—|$24,766|

| LBMC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK USA](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [LBMC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,689

- **Estimated Expense Ratio:** 0.479% 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|$76,689|$24,850|$51,839|—|—|

| 2023|$55,463|$1,307|$49,856|—|—|

| 2022|$2,625|$2,625|—|—|—|

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