The Employer Group Retirement Savings Plan
Sponsored by The Employer Group, Inc. · EIN 391825035 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 693
- With balances
- 552
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vestwell | Recordkeeping, Participant loan processing, Recordkeeping fees | $164,612 |
| Global Retirement Partners Llc | Investment advisory (plan) | $102,323 |
| Peak Retirement Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,828 |