Plan Snapshot
- Plan Sponsor: Conlon Construction Company
- Sponsor EIN: 420655227
- Sponsor Address: 501 BELL STREET, SUITE 402, DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 161 | $29.0M | $301,476 | $1.0M |
| 2023 | 200 | $27.8M | $243,689 | $980,599 |
| 2022 | 237 | $24.9M | $253,240 | $968,051 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $50,943 | $14,168 | $11,774 | — | — |
| 2023 | $56,488 | — | $56,467 | — | — |
| 2022 | $56,962 | $56,962 | — | — | — |