Plan Snapshot
- Plan Sponsor: Populus Group LLC
- Sponsor EIN: 383659021
- Sponsor Address: 3001 WEST BIG BEAVER ROAD, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 5,917
- Total Assets: $124.6M
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 | 5,917 | $124.6M | $417,059 | $27.0M |
| 2023 | 5,160 | $109.3M | $265,786 | $24.6M |
| 2022 | 5,618 | $87.3M | $364,941 | $27.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $654,175 | $171,063 | $474,187 | — | — |
| 2023 | $578,185 | $120,624 | $436,561 | $5,250 | — |
| 2022 | $719,540 | $142,447 | $568,063 | — | $9,030 |