Plan Ledger DOL Form 5500 · updated monthly

Group 1001 Resources LLC401(k)

GROUP 1001 401(K) SAVINGS PLAN · ZIONSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Group 1001 Resources LLC reported $61,922 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,824 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 89th-largest of 1,562 plans among Indiana employers on file, and the 660th of 4,798 in finance & insurance. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 1,065 to 1,585 since 2022.

Plan summary
Net assets, end of year$172,295,369
Participants with balances1,730
Active participants1,585
Employer contributions$7,646,338
Employee contributions$16,080,587
Employer contribution per active participant$4,824
Average account balance$99,593
Benefits paid to participants$11,223,336
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$172.3M · 1,730 accts · $7.6M emplr
2023$134.2M · 1,452 accts · $6.1M emplr
2022$100.3M · 1,218 accts · $5.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,159
Investment management$18,763
Total administrative$61,922
The Group 1001 Resources LLC 401(k) match · 2024
Employer contribution per active participant$4,824
Median for plans this size$3,635
2024$4,824 per active participant
2023$4,693 per active participant
2022$5,273 per active participant

Group 1001 Resources LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$43,159
FISHER INVESTMENTS · Investment advisory (participants)$17,388
CHARLES SCHWAB & CO.,INC. · Securities brokerage$589

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,922 · 0.04%
2023$23,918 · 0.02%
2022$6,825 · 0.01%
Same employer
Similar plansFinance & Insurance · Indiana
First Merchants Corporation IN$299.7M · 0.06%
Centier Bank IN$256.4M · 0.02%
Allied Solutions, LLC IN$123.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831510950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.