Plan Snapshot
- Plan Sponsor: I3 Group INC.
- Sponsor EIN: 363987876
- Sponsor Address: 550 BOND STREET, LINCOLNSHIRE, IL, 600694207
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $34.1M
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 | 377 | $34.1M | $447,117 | $2.4M |
| 2023 | 305 | $25.9M | $297,636 | $1.5M |
| 2022 | 138 | $19.7M | $159,102 | $850,918 |
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 |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS, INC. | NONE | $69 | $45,133 | $45,202 |
| NATIONWIDE | NONE | $42,939 | — | $42,939 |
| PENSION ADVISORY GROUP, LTD. | NONE | $5,033 | $14,379 | $19,412 |
| KESTRA ADVISORY SERVICES, LLC | NONE | $10,171 | — | $10,171 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- KESTRA ADVISORY SERVICES, LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,724
- Estimated Expense Ratio: 0.345% 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 | $16,601 | $16,601 | — | — | — |
| 2023 | $3,879 | $3,879 | — | — | — |
| 2022 | $4,782 | $4,782 | — | — | — |