# The Speech Pathology Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-speech-pathology-group-inc-401k-plan

> The Speech Pathology Group, INC.'s 401(k) plan: 1,484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Speech Pathology Group, INC.

- **Sponsor EIN:** 943290122

- **Sponsor Address:** 2021 YGNACIO VALLEY ROAD, C-103, WALNUT CREEK, CA, 94598

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

- **Total Participants:** 1,484

- **Total Assets:** $37.7M

## 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|1,484|$37.7M|$1.1M|$3.8M|

| 2023|1,212|$30.6M|$979,056|$3.3M|

| 2022|1,044|$24.0M|$858,479|$2.8M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$108,275|—|$108,275|

| SANCTUARY ADVISORS LLC|RIA|$69,074|—|$69,074|

| THE COMMUNICATIONS GROUP-SUSAN STAR|TRUSTEE|$57,764|—|$57,764|

| FLYNN, SHOJINAGA & ASSOCIATES, INC.|TPA|$14,255|—|$14,255|

| TWO WEST CAPITAL ADVISORS LLC|RIA|$10,321|—|$10,321|

| COMYNS SMITH MCCLEARY & DEAVER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $259,689

- **Estimated Expense Ratio:** 0.690% 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|$296,803|$79,395|$108,274|—|—|

| 2023|$245,511|$62,291|$85,037|—|—|

| 2022|$156,560|—|—|—|$151,435|

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