Plan Snapshot
- Plan Sponsor: Adolph Kiefer & Associates, LLC
- Sponsor EIN: 453194706
- Sponsor Address: 903 MORRISSEY DRIVE, BLOOMINGTON, IL, 61701
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $2.0M
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. |
|---|---|---|---|---|
| 2024 | 97 | $2.0M | $268,112 | $284,242 |
| 2023 | 96 | $1.4M | $141,138 | $294,222 |
| 2022 | 100 | $877,745 | $62,766 | $283,529 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $9,003 | $3,704 | — | — | — |
| 2023 | $8,479 | $3,494 | — | — | — |
| 2022 | $5,247 | $2,117 | $3,130 | — | — |