Plan Snapshot
- Plan Sponsor: The Mather Group, LLC
- Sponsor EIN: 472381165
- Sponsor Address: 353 N. CLARK STREET, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $15.9M
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 | 176 | $15.9M | $969,034 | $2.4M |
| 2023 | 163 | $11.2M | $851,532 | $2.4M |
| 2022 | 147 | $7.7M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,803 | $24,124 | — | — | — |
| 2023 | $5,429 | $2,007 | — | — | — |
| 2022 | $1,185 | — | — | — | — |