How big is The Employer Group, Inc.'s plan?

The Employer Group, Inc.'s plan reported $30.9M in assets and 693 participants for 2024.

Original filing (PDF)20251010140728NAL0007834065001

The Employer Group, Inc.

Name: The Employer Group, Inc. — The Employer Group, Form 5500 (2024)
Creator: The Employer Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Employer Group Retirement Savings Plan

401(k) retirement plan · The Employer Group, Inc.'s The Employer Group Retirement Savings Plan held $30.9M in plan assets for 693 participants in 2024, with Vestwell as recordkeeper.

Signals · 2

Corrective distributions issued~91 bps in Sched C fees

Active participants

693

Accounts w/ balance

552

Plan assets (EOY)

$30.9M

Net assets (EOY)

$30.9M

People on this filing

Luke Anderson signed The Employer Group, Inc.'s 2024 Form 5500 as plan administrator.

Luke Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Employer Group, Inc.'s EIN is 39-1825035.

EIN 39-1825035

Plan number 001

Plan year 2024

ACK ID 20251010140728NAL0007834065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Employer Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Employer Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EMPLOYER GROUP, INC..

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

THE EMPLOYER GROUP, INC.

EIN

all filings

Address

1000 SOLAR COURT · VERONA, WI · 53593

Phone

(608) 845-3377

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VESTWELL	75-3182674	—	RECORDKEEPER	$165K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY-PLAN	$102K	—

TPA / Administrator

Investments

34 direct securities· $30.6M(99% of reported assets)

Other securities

$21.9M

16 holdings

Common Collective Trusts

$4.6M

6 holdings

Mutual Funds

$2.9M

7 holdings

Common Stocks

$1.1M

3 holdings

Stable Value

$92K

1 holding

Cash / Money Market

$16K

1 holding

					% of plan
BlackRock LifePath Index 2040 K	Other securities	—	—	$4.2M	13.5%
Fidelity 500 Index Institutional Premium	Common Collective Trusts	—	—	$3.8M	12.4%
BlackRock LifePath Index 2035 K	Other securities	—	—	$3.5M	11.3%
BlackRock LifePath Index 2025 K ** 0 BlackRock LifePath Index 2030 K	Other securities	—	—	$3.5M	11.2%
BlackRock LifePath Index Retire K	Other securities	—	—	$2.5M	8.2%
BlackRock LifePath Index 2050 K	Other securities	—	—	$1.9M	6.1%
BlackRock LifePath Index 2045 K	Other securities	—	—	$1.6M	5.1%
BlackRock LifePath Index 2055 K	Other securities	—	—	$1.2M	4.0%
BlackRock LifePath Index 2060 K	Other securities	—	—	$975K	3.2%
US Dollar Funds in-transfer	Other securities	—	$779K	$779K	2.5%
Fidelity Mid Cap Index Institutional Premium	Mutual Funds	—	—	$704K	2.3%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$696K	2.3%
Fidelity Small Cap Index Institutional Premium	Mutual Funds	—	—	$649K	2.1%
BlackRock LifePath Index 2065 K	Other securities	—	—	$594K	1.9%
Guggenheim Investments Guggenheim Total Return Bond R6	Other securities	—	—	$556K	1.8%
Wilmington Trust Company Wilmington Trust Flexpath Large Cap Value-R1	Common Stocks	—	—	$487K	1.6%
Wilmington Trust Company Wilmington Trust CIT Core Plus Bond Fund - R1	Common Collective Trusts	—	—	$487K	1.6%
MatrixTrust Company Large Cap Growth Fund III CL R1	Common Stocks	—	—	$469K	1.5%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$385K	1.2%
PIMCO Income Institutional	Mutual Funds	—	—	$367K	1.2%
Participants through January 7, 2032 -0-	Other securities	—	—	$227K	0.7%
Hartford Mutual Funds Hartford Schroders International Multi-Cap Value Fund ** Class SDR	Other securities	—	—	$147K	0.5%
Carillon Family of Funds Carillon Eagle Mid Cap Growth R6	Other securities	—	—	$108K	0.4%
MFS International Equity Fund R6	Mutual Funds	—	—	$98K	0.3%
Wilmington Trust Company Wilmington Trust CIT Emerging Markets Fund Class ** R1	Common Collective Trusts	—	—	$97K	0.3%
Great Gray Trust Company Great Gray EuroPacific Growth Trust Class R1	Common Stocks	—	—	$96K	0.3%
Wilmington Trust Company Wilmington Trust CIT Stable Value CL R1	Stable Value	—	—	$92K	0.3%
Wilmington Trust Company Wilmington Trust CIT Small Cap Value Fund III Fee ** Class R1	Common Collective Trusts	—	—	$90K	0.3%
Cohen & Steers Cohen & Steers Real Estate - Z	Other securities	—	—	$66K	0.2%
JPMorgan Small Cap Growth Fund R6	Other securities	—	—	$66K	0.2%
Wilmington Trust Company Wilmington Trust CIT Mid Cap Value Fund Fee Class	Common Collective Trusts	—	—	$55K	0.2%
Wilmington Trust Company Wilmington Trust CIT International Growth Fund II ** Class R1	Common Collective Trusts	—	—	$48K	0.2%
PIMCO Global Bond Opp Fd Institutional	Mutual Funds	—	—	$35K	0.1%
US Dollar Cash	Cash / Money Market	—	$16K	$16K	<0.1%