# Control Risks Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/control-risks-group-llc-401k-plan

> Control Risks Group, LLC's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Control Risks Group, LLC

- **Sponsor EIN:** 542007787

- **Sponsor Address:** 2020 K STREET NW, WASHINGTON, DC, 20006

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

- **Total Participants:** 342

- **Total Assets:** $42.2M

## 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|342|$42.2M|$2.3M|$3.7M|

| 2023|322|$34.1M|$2.2M|$3.6M|

| 2022|317|$26.6M|$1.8M|$3.1M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$65,886|—|$65,886|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$34,619|—|$34,619|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,186|—|$12,186|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,691

- **Estimated Expense Ratio:** 0.267% 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|$112,691|$78,072|$2,863|—|—|

| 2023|$106,684|$79,163|$2,726|—|—|

| 2022|$80,442|$3,772|—|—|—|

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