Plan Snapshot
- Plan Sponsor: The Rethink Group INC
- Sponsor EIN: 582194943
- Sponsor Address: 5870 CHARLOTTE LN STE 300, CUMMING, GA, 300400321
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 86 | $0 | $0 | $0 |
| 2023 | 92 | $7.2M | $294,951 | $519,173 |
| 2022 | 103 | $7.5M | $259,972 | $577,021 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,353 | $13,065 | $16,288 | — | — |
| 2022 | $35,476 | $20,775 | $14,701 | — | — |