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

> Skender Group, LLC's 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Skender Group, LLC

- **Sponsor EIN:** 203798025

- **Sponsor Address:** 1330 W FULTON, SUITE 200, CHICAGO, IL, 60622

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

- **Total Participants:** 298

- **Total Assets:** $44.0M

## 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|298|$44.0M|$2.3M|$2.8M|

| 2023|275|$37.9M|$1.3M|$2.5M|

| 2022|239|$29.0M|$1.0M|$2.0M|

## 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|

| CREATIVE PLANNING HOLDCO, LLC|INVESTMENT/FINANCIAL ADVI|$58,390|—|$58,390|

| ADP, INC.|RECORD KEEPER|$6,277|—|$6,277|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,667

- **Estimated Expense Ratio:** 0.147% 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|$64,667|$58,390|—|—|—|

| 2023|$62,318|$58,350|—|—|—|

| 2022|$62,060|—|—|—|—|

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