# The Employer Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-employer-group-inc-401k-plan

> The Employer Group, INC.'s 401(k) plan: 693 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/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|

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