Plan Snapshot
- Plan Sponsor: The Select Group, LLC
- Sponsor EIN: 522329531
- Sponsor Address: 5540 CENTERVIEW DR., RALEIGH, NC, 27606
- Plan Type: 401(k)
- Total Participants: 1,373
- Total Assets: $43.3M
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. |
|---|---|---|---|---|
| 2024 | 1,373 | $43.3M | $552,252 | $6.8M |
| 2023 | 1,368 | $34.3M | $665,847 | $6.3M |
| 2022 | 1,392 | $23.3M | $569,596 | $6.0M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | $160,365 | $57,227 | — | — | — |
| 2023 | $155,710 | $69,496 | — | — | — |
| 2022 | $166,546 | $8,782 | — | — | — |