# The Reese Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-reese-group-inc-401k-plan

> The Reese Group, INC.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Reese Group, INC.

- **Sponsor EIN:** 621077825

- **Sponsor Address:** 2820 BRANSFORD AVENUE, NASHVILLE, TN, 37204

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

- **Total Participants:** 117

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|117|$8.0M|$48,304|$641,398|

| 2023|118|$7.8M|$35,533|$523,753|

| 2022|114|$6.5M|$46,109|$542,455|

## 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|

| IPI WEALTH MANAGEMENT INC|INVESTMENT ADVISOR|$16,273|—|$16,273|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$6,790|—|$6,790|

| KENDRA G. MELNYK, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KENDRA G. MELNYK, CPA](https://planprovider.pro/provider/kendra-g-melnyk-cpa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,063

- **Estimated Expense Ratio:** 0.287% 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|$25,667|—|$25,667|—|—|

| 2023|$21,217|—|$21,217|—|—|

| 2022|$6,656|—|$6,656|—|—|

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