Plan Snapshot
- Plan Sponsor: Eps Group, INC.
- Sponsor EIN: 432017157
- Sponsor Address: 1130 N. ALMA SCHOOL ROAD,, MESA, AZ, 85201
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $26.9M
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 | 272 | $26.9M | $1.0M | $2.2M |
| 2023 | 234 | $20.2M | $787,539 | $1.6M |
| 2022 | 283 | $16.0M | $754,866 | $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 |
|---|---|---|---|---|
| PFG ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $56,026 | — | $56,026 |
| ADP, INC. | RECORD KEEPER | $38,222 | — | $38,222 |
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFG ADVISORS, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BEACHFLEISCHMAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,248
- Estimated Expense Ratio: 0.350% 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 | $94,248 | $56,026 | — | — | — |
| 2023 | $71,584 | $44,332 | — | — | — |
| 2022 | $65,289 | — | — | — | — |