Plan Snapshot
- Plan Sponsor: The Federated Group, INC.
- Sponsor EIN: 362039374
- Sponsor Address: 3030 SALT CREEK LANE, SUITE 201, ARLINGTON HEIGHTS, IL, 60005
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 89
- Total Assets: $10.8M
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. |
| 2025 | 89 | $10.8M | $51,016 | $394,972 |
| 2024 | 90 | $9.7M | $51,627 | $417,651 |
| 2023 | 92 | $11.0M | $53,100 | $397,506 |
| 2022 | 96 | $10.8M | $0 | $420,275 |