Plan Snapshot
- Plan Sponsor: The Link Group
- Sponsor EIN: 582120191
- Sponsor Address: 5175 HIGHGATE DRIVE, DURHAM, NC, 27713
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 151
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 151 | $32.6M | $0 | $0 |
| 2024 | 105 | $26.7M | $448,285 | $1.3M |
| 2023 | 106 | $21.8M | $418,026 | $1.2M |
| 2022 | 95 | $16.8M | $379,723 | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $857,903 | — | — | — | — |
| 2024 | $618 | — | — | — | — |
| 2023 | $532 | — | — | — | — |
| 2022 | $1,399,770 | — | — | — | — |