Plan Snapshot
- Plan Sponsor: The Pursuant Group, INC.
- Sponsor EIN: 752947160
- Sponsor Address: 15660 NORTH DALLAS PARKWAY SUITE 10, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $51,109 | $175,641 |
| 2022 | 76 | $6.9M | $229,345 | $682,527 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,878 | — | $14,878 |
| AMERIPRISE FINANCIAL SERVICES LLC | BROKER/ADVISER | — | $11,320 | $11,320 |
| JOHN HANCOCK LIFE INSURANCE CO | RECORDKEEPER | $7,733 | — | $7,733 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,931
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 |
|---|---|---|---|---|---|
| 2023 | $34,201 | $7,307 | — | — | — |
| 2022 | $27,581 | $4,969 | $22,612 | — | — |