# The Inland Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-inland-group-llc-401k-plan

> The Inland Group, LLC's 401(k) plan: 1,208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Inland Group, LLC

- **Sponsor EIN:** 363189393

- **Sponsor Address:** 2901 BUTTERFIELD ROAD, OAK BROOK, IL, 60523

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

- **Total Participants:** 1,208

- **Total Assets:** $108.5M

## 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|1,208|$108.5M|$2.1M|$6.5M|

| 2023|1,072|$96.7M|$2.0M|$6.1M|

| 2022|872|$79.4M|$1.6M|$5.7M|

## 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|

| MESIROW FINANCIAL INVESTMENT MANAGE|INVESTMENT MGMT|$116,998|—|$116,998|

| CREATIVE PLANNING HOLDCO LLC DBA CR|INVESTMENT ADVISOR|$34,400|—|$34,400|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$28,581|—|$28,581|

| FORVIS LLP|AUDITOR|$26,769|—|$26,769|

| FORVIS|Auditor|$26,769|—|$26,769|

### Verified Provider Profiles

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

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $233,517

- **Estimated Expense Ratio:** 0.215% 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|$188,861|$133,511|—|$26,769|—|

| 2023|$181,388|$115,665|—|$16,710|—|

| 2022|$182,048|$108,220|$59,513|—|$14,315|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-inland-group-llc-401k-plan)

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