Plan Snapshot
- Plan Sponsor: Cgn And Associates, INC.
- Sponsor EIN: 371344041
- Sponsor Address: 415 SW WASHINGTON STREET, PEORIA, IL, 61602
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $12.5M
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 | 64 | $12.5M | $0 | $539,728 |
| 2023 | 74 | $11.4M | $4,841 | $640,961 |
| 2022 | 109 | $10.0M | $232,548 | $971,053 |
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 |
|---|---|---|---|---|
| R.J. AUGUSTINE & ASSOCIATES LTD | 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 | $3,676 | — | $3,676 | — | — |
| 2023 | $3,852 | — | $3,852 | — | — |
| 2022 | $5,945 | — | $5,945 | — | — |