# The Recon Group, Dba Gotrg 401(k) Plan
Source: https://planprovider.pro/companies/the-recon-group-dba-gotrg-401k-plan

> The Recon Group, Dba Gotrg's 401(k) plan: 357 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** The Recon Group, Dba Gotrg

- **Sponsor EIN:** 753267400

- **Sponsor Address:** 20200 W DIXIE HWY, MIAMI, FL, 331801918

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

- **Total Participants:** 357

- **Total Assets:** $2.0M

## 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.|

| 2023|357|$2.0M|$200,983|$505,121|

| 2022|408|$1.5M|$175,725|$566,312|

## 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|CONTRACT ADMINISTRATOR|$64,344|—|$64,344|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$15,664|$44|$15,708|

| BERKOWITZ POLLACK BRANT ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BERKOWITZ POLLACK BRANT ADVISORS](https://planprovider.pro/provider/berkowitz-pollack-brant) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,052

- **Estimated Expense Ratio:** 4.054% 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|

| 2023|$40,015|$3,921|$32,173|—|—|

| 2022|$33,230|$2,853|$27,524|—|$2,853|

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

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