# P1 Group DC Plan
Source: https://planprovider.pro/companies/p1-group-plan

> P1 Group&#39;s DC plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** P1 Group

- **Sponsor EIN:** 431801918

- **Sponsor Address:** 13605 W 96TH TERRACE, LENEXA, KS, 66215

- **Plan Type:** DC

- **Total Participants:** 156

- **Total Assets:** $29.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|156|$29.7M|$1.1M|$1.4M|

| 2023|241|$33.6M|$1.3M|$1.9M|

| 2022|226|$29.8M|$1.1M|$1.7M|

## 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|

| MASSACHUSETTS MUTUAL LIFE INS COMP|INVESTMENT ADVISOR|$68,643|—|$68,643|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$23,168|—|$23,168|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$18,509|—|$18,509|

| ERP NATIONAL LLC DBA ERP RETIREMENT|CONTRACT ADMIN|—|$10,000|$10,000|

| BT & CO., P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BT & CO., P.A.](https://planprovider.pro/provider/bt-and-co-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,320

- **Estimated Expense Ratio:** 0.405% 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|$101,738|—|—|—|—|

| 2023|$119,420|—|—|—|—|

| 2022|$110,502|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/p1-group-plan)

&copy; 2026 PlanProvider.Pro
