# Group O, INC. 401(k) Plan
Source: https://planprovider.pro/companies/group-o-inc-401k-plan

> Group O, INC.'s 401(k) plan: 861 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Group O, INC.

- **Sponsor EIN:** 363823680

- **Sponsor Address:** PO BOX 170, MILAN, IL, 61264

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

- **Total Participants:** 861

- **Total Assets:** $45.2M

## 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|861|$45.2M|$626,165|$2.8M|

| 2023|932|$41.2M|$537,876|$2.6M|

| 2022|894|$34.9M|$577,816|$2.5M|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|ADVISOR|$65,000|—|$65,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,400|—|$49,400|

| HONKAMP, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HONKAMP, P.C.](https://planprovider.pro/provider/honkamp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,400

- **Estimated Expense Ratio:** 0.253% 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|$114,400|$65,000|—|—|—|

| 2023|$118,641|$65,000|—|—|—|

| 2022|$128,566|—|—|—|—|

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