Plan Snapshot
- Plan Sponsor: Group Plan Systems, LLC
- Sponsor EIN: 872096126
- Sponsor Address: 2470 EAST MAIN STREET, COLUMBUS, OH, 43209
- Plan Type: 401(k)
- Total Participants: 12,606
- Total Assets: $102.8M
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 | 12,606 | $102.8M | $2.5M | $10.3M |
| 2023 | 11,368 | $70.4M | $714,094 | $1.1M |
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 |
|---|---|---|---|---|
| CURAFIN ADVISORS | INVESTMENT ADVISORY | $32,270 | $108,308 | $140,578 |
| MATTHEWS, GOLD, KENNEDY, & SNOW INC | TPA | $25,559 | $107,885 | $133,444 |
| CURAFIN ADVISORS A.D.B.A. OF TMD | INVESTMENT ADVISORY | $25,605 | $96,277 | $121,882 |
| GROUP PLAN SYSTEMS, LLC | POOLED PEP PROVIDER | $24,888 | — | $24,888 |
| THE STRUNK INSURANCE GROUP, INC. | AE APPOINTED SRVC PROVID | $5,251 | — | $5,251 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $426,043
- Estimated Expense Ratio: 0.414% 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 | $988,876 | $181,492 | $795,738 | — | — |
| 2023 | $21,390 | — | $21,390 | — | — |