# I3 Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/i3-group-inc-401k-plan

> I3 Group INC.'s 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide) — NONE

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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