# The Converse Professional Group 401(k) Plan
Source: https://planprovider.pro/companies/the-converse-professional-group-401k-plan

> The Converse Professional Group's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Converse Professional Group

- **Sponsor EIN:** 954020122

- **Sponsor Address:** 717 S. MYRTLE AVE., MONROVIA, CA, 91016

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

- **Total Participants:** 118

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|118|$18.8M|$191,652|$429,321|

| 2023|107|$16.1M|$174,749|$437,427|

| 2022|93|$14.3M|$185,409|$429,204|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$23,110|—|$23,110|

| DOUGHERTY & COMPANY|AUDITOR|$9,900|—|$9,900|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$8,571|—|$8,571|

| ONEAMERICA SECURITIES INC|BROKER/ADVISOR|—|$6,542|$6,542|

### Verified Provider Profiles

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

- [DOUGHERTY & COMPANY](https://planprovider.pro/provider/dougherty-and-company) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,123

- **Estimated Expense Ratio:** 0.256% 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|$32,907|—|—|—|—|

| 2023|$30,785|—|—|—|—|

| 2022|$32,981|$32,981|—|—|—|

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