# Allgeier, Martin & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allgeier-martin-associates-inc-401k-plan

> Allgeier, Martin & Associates, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/elliott-robinson-and-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|

## Similar Plans

- [Alliance Water Resources, INC.](https://planprovider.pro/companies/alliance-water-resources-inc-401k-plan) — 320 participants

- [U.S. Engineering Company Holdings](https://planprovider.pro/companies/u-s-engineering-company-holdings-plan-003) — 404 participants

- [U.S. Engineering Company Holdings](https://planprovider.pro/companies/u-s-engineering-company-holdings-401k-plan) — 406 participants

- [Introba INC.](https://planprovider.pro/companies/introba-inc-plan) — 470 participants

- [Tepa, LLC](https://planprovider.pro/companies/tepa-llc-401k-plan) — 503 participants

- [Roeslein & Associates, INC.](https://planprovider.pro/companies/roeslein-associates-inc-401k-plan) — 774 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allgeier-martin-associates-inc-401k-plan)

© 2026 PlanProvider.Pro