# Group Plan Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/group-plan-systems-llc-401k-plan-002

> Group Plan Systems, LLC's 401(k) plan: 12,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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