# Filtration Group Corporation 401(k) Plan
Source: https://planprovider.pro/companies/filtration-group-corporation-401k-plan

> Filtration Group Corporation's 401(k) plan: 2,756 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Filtration Group Corporation

- **Sponsor EIN:** 273741564

- **Sponsor Address:** 9442 CAPITAL OF TEXAS HWY. N SUITE, AUSTIN, TX, 78759

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

- **Total Participants:** 2,756

- **Total Assets:** $224.2M

## 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|2,756|$224.2M|$6.7M|$14.9M|

| 2023|2,756|$207.9M|$7.0M|$14.4M|

| 2022|2,854|$181.6M|$6.5M|$13.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$197,026|—|$197,026|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$138,921|—|$138,921|

| HANCOCK ASKEW & CO LLP|AUDITOR|$36,750|—|$36,750|

| BAKER TILLY US, LLP|Auditor|$36,750|—|$36,750|

| PENSIONMARK FINANCIAL GROUP LLC|NONE|$22,992|—|$22,992|

| ADVISED ASSETS GROUP, LLC|INVESTMENT MGMT|$5,903|—|$5,903|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $438,342

- **Estimated Expense Ratio:** 0.196% 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|$402,227|$167,816|$43,408|$36,750|—|

| 2023|$404,611|$124,265|$214,394|$51,500|—|

| 2022|$386,568|$84,048|$226,644|—|$55,844|

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