# Professional Services Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/professional-services-group-inc-401k-plan

> Professional Services Group, INC.'s 401(k) plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Professional Services Group, INC.

- **Sponsor EIN:** 391442732

- **Sponsor Address:** 6233 39TH AVENUE, KENOSHA, WI, 53142

- **Plan Type:** 401(k)

- **Total Participants:** 402

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|402|$17.1M|$548,033|$839,677|

| 2023|419|$15.2M|$713,411|$729,687|

| 2022|332|$12.6M|$611,812|$580,146|

## 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|

| JULY BUSINESS SERVICES LLC|TPA AND RECORDKEEPER|$62,906|—|$62,906|

| HTLF RETIREMENT PLAN SERVICES|INVESTMENT ADVISOR|$42,230|—|$42,230|

| ECS FINANCIAL SERVICES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES LLC](https://planprovider.pro/provider/july-business-services) — TPA AND RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,136

- **Estimated Expense Ratio:** 0.617% 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|$105,136|$42,230|$17,405|—|—|

| 2023|$71,055|$14,189|$38,541|—|—|

| 2022|$63,909|$58,634|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/professional-services-group-inc-401k-plan)

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