Plan Snapshot
- Plan Sponsor: Englewood Marketing Group, INC.
- Sponsor EIN: 391846432
- Sponsor Address: 1471 PARTNERSHIP DRIVE, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $12.5M
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 | 185 | $12.5M | $191,981 | $752,827 |
| 2023 | 173 | $13.0M | $118,909 | $590,344 |
| 2022 | 160 | $11.0M | $155,113 | $592,768 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPA'S, LLP | Auditor | $9,300 | — | $9,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA'S, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,300
- Estimated Expense Ratio: 0.075% 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 | $88,726 | $40,348 | — | $9,300 | — |
| 2023 | $74,457 | $28,951 | — | $8,500 | — |
| 2022 | $86,422 | $38,449 | — | — | $7,750 |