# Envolve Client Services Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/envolve-client-services-group-llc-401k-plan

> Envolve Client Services Group, LLC's 401(k) plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Envolve Client Services Group, LLC

- **Sponsor EIN:** 760499458

- **Sponsor Address:** 555 PERKINS EXTENDED, SUITE 200, MEMPHIS, TN, 38117

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

- **Total Participants:** 687

- **Total Assets:** $19.8M

## 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|687|$19.8M|$762,388|$1.9M|

| 2023|609|$16.6M|$670,720|$1.6M|

| 2022|716|$13.6M|$568,040|$1.5M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$63,207|—|$63,207|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY -PLAN|$38,962|—|$38,962|

| MAULDIN & JENKINS LLC|ACCOUNTANT/AUDITOR|$34,060|—|$34,060|

| ARES RETIREMENT PLAN SERVICES, LLC|RECORDKEEPER|$19,805|—|$19,805|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY -PLAN

- [MAULDIN & JENKINS LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,034

- **Estimated Expense Ratio:** 0.789% 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|$127,321|—|$127,321|—|—|

| 2023|$148,300|—|$148,300|—|—|

| 2022|$158,071|—|$158,071|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/envolve-client-services-group-llc-401k-plan)

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