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

> Group Plan Systems, LLC's 401(k) plan: 1,168 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:** 1,168

- **Total Assets:** $45.1M

## 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|1,168|$45.1M|$1.7M|$4.2M|

| 2023|919|$32.3M|$1.2M|$2.3M|

| 2022|20|$1.9M|$10,779|$33,822|

## 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|

| RKL WEALTH MANAGEMENT, LLC|NONE|$581,515|—|$581,515|

| JULY BUSINESS SERVICES, LLC|NONE|—|$93,422|$93,422|

| GROUP PLAN SYSTEMS, LLC|FIDUCIARY|$30,199|—|$30,199|

| HFM INVESTMENT ADVISORS, LLC|NONE|$17,349|—|$17,349|

| HOLBROOK & MANTER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES, LLC](https://planprovider.pro/provider/july-business-services) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $722,485

- **Estimated Expense Ratio:** 1.601% 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|$246,916|—|—|—|—|

| 2023|$4,626,563|—|$102,993|—|—|

| 2022|$37,451|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/group-plan-systems-llc-401k-plan)

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