Group 360 401(k) match, vesting and fees
What Group 360's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Group 360: employer contribution per participant | $450 | |
| Peer median | $2,521 |
| Group 360: average balance | $109,061 | |
| Peer median | $75,833 |
| Group 360: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.2M at the end of plan year 2022 to $19.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 182 | $19.7M | $81K | $450 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 207 | $19.8M | $74K | $427 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 229 | $21.2M | $93K | $469 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Group 360 match 401(k) contributions?
The match terms for the Group 360, Inc. Savings Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $81K in employer contributions, about $450 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Group 360 401(k) match vested?
The vesting schedule for the Group 360, Inc. Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Group 360 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Group 360, Inc..
I left Group 360. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Group 360, Inc., (314) 423-9300) or the recordkeeper, Epic Retirement Plan Services. The Group 360 old 401(k) page lists the contacts from every plan filing. Find an old Group 360 401(k)
Data from the public Form 5500 annual reports Group 360 filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Group 360. Not financial advice. Report a correction · Methodology