Plan Snapshot
- Plan Sponsor: Group 1001 Resources LLC
- Sponsor EIN: 831510950
- Sponsor Address: 10555 GROUP 1001 WAY, ZIONSVILLE, IN, 46077
- Plan Type: 401(k)
- Total Participants: 1,585
- Total Assets: $172.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,585 | $172.3M | $7.6M | $16.1M |
| 2023 | 1,309 | $134.2M | $6.1M | $12.9M |
| 2022 | 1,065 | $100.3M | $5.6M | $10.7M |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $61,922 | $18,763 | — | — | — |
| 2023 | $23,918 | $14,618 | — | — | — |
| 2022 | $6,825 | $825 | — | — | — |