# Encore Group (Usa), LLC 401(k) Plan
Source: https://planprovider.pro/companies/encore-group-usa-llc-401k-plan

> Encore Group (Usa), LLC's 401(k) plan: 10,531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Encore Group (Usa), LLC

- **Sponsor EIN:** 134025666

- **Sponsor Address:** 5100 N. RIVER ROAD, SUITE 300, SCHILLER PARK, IL, 60176

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

- **Total Participants:** 10,531

- **Total Assets:** $453.2M

## 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|10,531|$453.2M|$11.7M|$34.4M|

| 2023|9,014|$385.3M|$10.7M|$30.5M|

| 2022|16,490|$310.9M|$7.7M|$24.7M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER7|$657,852|—|$657,852|

| GALLAGHER BENEFIT SERVICES INC DBA|ADVISOR|$80,000|—|$80,000|

| P&M HOLDING GROUP LLP DBA PLANTE|AUDITOR|$43,500|—|$43,500|

| ADVISED ASSETS GROUP, LLC|INVESTMENT MGMT|$26,937|—|$26,937|

| SIKICH CPA LLC|AUDITOR|$7,250|—|$7,250|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERVICES INC DBA](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [P&M HOLDING GROUP LLP DBA PLANTE](https://planprovider.pro/provider/plante-and-moran-pllc) — AUDITOR

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $815,539

- **Estimated Expense Ratio:** 0.180% 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|$815,539|$26,937|—|$130,750|—|

| 2023|$724,092|$2,819|$639,764|—|—|

| 2022|$552,824|$2,682|$490,142|—|$60,000|

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