Plan Snapshot
- Plan Sponsor: The Employer Group, INC.
- Sponsor EIN: 391825035
- Sponsor Address: 1000 SOLAR COURT, VERONA, WI, 53593
- Plan Type: 401(k)
- Total Participants: 693
- Total Assets: $30.9M
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 | 693 | $30.9M | $1.3M | $3.2M |
| 2023 | 619 | $25.2M | $1.2M | $3.3M |
| 2022 | 614 | $24.8M | $994,969 | $3.1M |
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 |
|---|---|---|---|---|
| VESTWELL | RECORDKEEPER | $164,612 | — | $164,612 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY-PLAN | $102,323 | — | $102,323 |
| PEAK RETIREMENT GROUP | THIRD PARTY ADMIN | $12,828 | — | $12,828 |
| MEICHER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY-PLAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $279,763
- Estimated Expense Ratio: 0.906% 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 | $163,323 | — | $163,323 | — | — |
| 2023 | $235,014 | — | $235,014 | — | — |
| 2022 | $262,437 | — | — | — | $262,437 |