Plan Snapshot
- Plan Sponsor: Sansone Group, LLC
- Sponsor EIN: 431821391
- Sponsor Address: 120 SOUTH CENTRAL, SUITE 500, ST. LOUIS, MO, 63105
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $13.5M
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 | 171 | $13.5M | $75,834 | $579,011 |
| 2023 | 171 | $12.7M | $73,623 | $577,172 |
| 2022 | 213 | $11.0M | $77,062 | $598,967 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $65,110 | — | $65,110 | — | — |
| 2023 | $55,050 | — | $55,050 | — | — |
| 2022 | $54,222 | — | $54,222 | — | — |