# Populous Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/populous-group-llc-401k-plan

> Populous Group, LLC's 401(k) plan: 605 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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