Plan Snapshot
- Plan Sponsor: Eight Eleven Group, LLC.
- Sponsor EIN: 352107150
- Sponsor Address: 6215 N. COLLEGE AVENUE, INDIANAPOLIS, IN, 46220
- Plan Type: 401(k)
- Total Participants: 4,241
- Total Assets: $96.0M
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 | 4,241 | $96.0M | $5.1M | $11.1M |
| 2023 | 3,411 | $73.6M | $4.4M | $9.4M |
| 2022 | 1,776 | $52.7M | $3.6M | $7.8M |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $211,342 | — | $211,342 |
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
- HALLOWELL 401(K) ASSURANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,342
- Estimated Expense Ratio: 0.220% 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 | $211,324 | $156,681 | — | — | — |
| 2023 | $222,539 | $153,684 | — | — | — |
| 2022 | $188,944 | $122,500 | — | — | $66,444 |