# The Ssi Group, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/the-ssi-group-llc-401k-plan

> The Ssi Group, LLC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ssi Group, LLC.

- **Sponsor EIN:** 592715634

- **Sponsor Address:** 4721 MORRISON DRIVE, MOBILE, AL, 36609

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

- **Total Participants:** 327

- **Total Assets:** $69.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|327|$69.1M|$1.3M|$3.6M|

| 2023|328|$63.1M|$1.3M|$3.5M|

| 2022|339|$51.8M|$1.2M|$3.4M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$5,680|—|$5,680|

| WILKINS MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WILKINS MILLER](https://planprovider.pro/provider/wilkins-miller-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,680

- **Estimated Expense Ratio:** 0.008% 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|$5,680|—|—|—|—|

| 2023|$5,540|—|—|—|—|

| 2022|$5,650|—|—|—|—|

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