# The Retail Group, INC. DC Plan
Source: https://planprovider.pro/companies/the-retail-group-inc-plan

> The Retail Group, INC.'s DC plan: 640 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 660676884

- **Sponsor Address:** PO BOX 363048, SAN JUAN, PR, 00936

- **Plan Type:** DC

- **Total Participants:** 640

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|640|$1.0M|$51,377|$145,870|

| 2023|583|$782,873|$47,996|$130,205|

| 2022|588|$537,898|$27,619|$129,893|

## 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 INS CO|Recordkeeper|$7,410|—|$7,410|

| ONEDIGITAL INVESTMENT ADVISORS LLC|Investment Advisor|$5,369|—|$5,369|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,779

- **Estimated Expense Ratio:** 1.230% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Refricentro, INC.](https://planprovider.pro/companies/refricentro-inc-plan) — 173 participants

- [Caribbean Retailers INC](https://planprovider.pro/companies/caribbean-retailers-inc-plan) — 3 participants

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