Plan Snapshot
- Plan Sponsor: Allgeier, Martin & Associates, INC.
- Sponsor EIN: 431146318
- Sponsor Address: P.O. BOX 2627, JOPLIN, MO, 648032627
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $61.8M | $2.0M | $1.2M |
| 2023 | 136 | $56.5M | $1.9M | $1.0M |
| 2022 | 133 | $45.9M | $1.9M | $875,733 |
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 |
|---|---|---|---|---|
| EKON BENEFITS | NONE | $10,494 | — | $10,494 |
| ELLIOTT, ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT, ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,494
- Estimated Expense Ratio: 0.017% of plan assets
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 | $10,494 | — | $10,494 | — | — |
| 2023 | $9,036 | — | $9,036 | — | — |
| 2022 | $9,176 | — | — | — | $9,176 |