Plan Snapshot
- Plan Sponsor: The Systems Group
- Sponsor EIN: 710567684
- Sponsor Address: 214 N WASHINGTON AVE STE 700, EL DORADO, AR, 717305659
- Plan Type: 401(k)
- Total Participants: 635
- Total Assets: $21.4M
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. |
|---|---|---|---|---|
| 2023 | 635 | $21.4M | $676,260 | $2.8M |
| 2022 | 660 | $17.5M | $723,803 | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $126,302 | $126,302 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $51,310 | — | $51,310 |
| FROST PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- FROST PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,612
- Estimated Expense Ratio: 0.830% 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 |
|---|---|---|---|---|---|
| 2023 | $25,656 | — | $25,656 | — | — |
| 2022 | $25,104 | — | $25,104 | — | — |