Plan Snapshot
- Plan Sponsor: The Plexus Groupe LLC
- Sponsor EIN: 364116295
- Sponsor Address: 21805 FIELD PARKWAY, DEER PARK, IL, 60010
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 169
- Total Assets: $31.2M
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. |
|---|---|---|---|---|
| 2025 | 169 | $31.2M | $0 | $0 |
| 2024 | 154 | $27.3M | $386,382 | $1.6M |
| 2023 | 147 | $24.3M | $404,107 | $1.5M |
| 2022 | 131 | $20.2M | $381,531 | $1.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $55,817 | — | $55,817 |
| ADMINISTRATIVE RETIREMENT SERVICES | Recordkeeper | $3,000 | $13,282 | $16,282 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,099
- Estimated Expense Ratio: 0.231% 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 | $2,438,809 | — | $58,817 | — | — |
| 2024 | $55,094 | — | $55,094 | — | — |
| 2023 | $46,596 | — | $46,596 | — | — |
| 2022 | $39,333 | — | $39,333 | — | — |