Plan Snapshot
- Plan Sponsor: The Expo Group, LLC
- Sponsor EIN: 752364585
- Sponsor Address: 5931 W CAMPUS CIRCLE DRIVE, IRVING, TX, 75063
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 382
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 382 | $16.1M | $0 | $0 |
| 2024 | 295 | $12.5M | $100,000 | $1.6M |
| 2023 | 290 | $10.1M | $250,000 | $1.2M |
| 2022 | 251 | $7.7M | $250,000 | $805,485 |
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 INSURANCE COMPANY | Recordkeeper | $41,201 | — | $41,201 |
| PROSPERA FINANCIAL | Investment Advisor | $32,617 | — | $32,617 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $10,083 | — | $10,083 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,901
- Estimated Expense Ratio: 0.520% 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 |
|---|---|---|---|---|---|
| 2025 | $837,281 | $32,617 | — | — | — |
| 2024 | $62,721 | $32,903 | — | — | — |
| 2023 | $50,773 | $24,365 | — | — | — |
| 2022 | $51,384 | — | — | — | — |