Plan Snapshot
- Plan Sponsor: Populous Group, LLC
- Sponsor EIN: 431872565
- Sponsor Address: 4800 MAIN STREET SUITE 300, KANSAS CITY, MO, 64112
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $94.9M
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 | 605 | $94.9M | $2.4M | $5.4M |
| 2023 | 468 | $76.2M | $1.8M | $4.4M |
| 2022 | 386 | $62.0M | $1.4M | $3.4M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $84,730 | — | $84,730 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $57,964 | — | $57,964 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $15,391 | — | $15,391 |
| FORVIS FORMERLY BKD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS FORMERLY BKD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,085
- Estimated Expense Ratio: 0.167% 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 | $158,085 | $100,121 | — | — | — |
| 2023 | $130,268 | $68,056 | — | $12,337 | — |
| 2022 | $118,715 | $71,654 | $46,761 | — | $300 |