# Payroll & Insurance Group INC DC Plan
Source: https://planprovider.pro/companies/payroll-insurance-group-inc-plan-003

> Payroll & Insurance Group INC's DC plan: 925 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Payroll & Insurance Group INC

- **Sponsor EIN:** 010606601

- **Sponsor Address:** 555 SKOKIE BOULEVARD SUITE 555, NORTHBROOK, IL, 60062

- **Plan Type:** DC

- **Total Participants:** 925

- **Total Assets:** $159.2M

## 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|925|$159.2M|$6.2M|$8.6M|

| 2023|1,200|$132.2M|$5.8M|$7.8M|

| 2022|1,164|$109.7M|$5.3M|$7.1M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$100,000|—|$100,000|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$14,522|—|$14,522|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [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:** $114,522

- **Estimated Expense Ratio:** 0.072% 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|$1,632|—|—|—|—|

| 2023|$192,205|$100,000|$91,530|—|—|

| 2022|$91,772|$47,606|$42,516|—|$900|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/payroll-insurance-group-inc-plan-003)

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