Plan Snapshot
- Plan Sponsor: Ethos Group, INC.
- Sponsor EIN: 752672389
- Sponsor Address: 370 W. LAS COLINAS BLVD, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $59.1M
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 | 650 | $59.1M | $1.5M | $5.4M |
| 2023 | 580 | $46.4M | $1.5M | $5.1M |
| 2022 | 462 | $33.4M | $1.1M | $3.8M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $240,427 | $169,917 | — | — | — |
| 2023 | $195,002 | $127,943 | — | — | — |
| 2022 | $184,180 | — | — | — | — |