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

> The Intersect Group, LLC's 401(k) plan: 770 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 204063021

- **Sponsor Address:** 1 GLENLAKE PKWY, ATLANTA, GA, 30328

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

- **Total Participants:** 770

- **Total Assets:** $12.2M

## 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.|

| 2024|770|$12.2M|$6,229|$1.9M|

| 2023|766|$11.2M|$1,936|$2.1M|

| 2022|1,015|$9.2M|$433|$1.7M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|—|$133,680|$133,680|

| ADP, INC.|RECORD KEEPER|$53,139|—|$53,139|

| FRAZIER & DEETER|ACCOUNTANT|$22,000|—|$22,000|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FRAZIER & DEETER](https://planprovider.pro/provider/frazier-and-deeter-llc) — ACCOUNTANT

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $208,819

- **Estimated Expense Ratio:** 1.711% 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|$75,139|$22,000|—|—|—|

| 2023|$95,521|$40,729|—|—|—|

| 2022|$48,752|—|—|—|—|

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