# Englewood Marketing Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/englewood-marketing-group-inc-401k-plan

> Englewood Marketing Group, INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hawkins-ash-cpas-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|

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