Plan Snapshot
- Plan Sponsor: Conn-Selmer, INC.
- Sponsor EIN: 954432228
- Sponsor Address: 600 INDUSTRIAL PARKWAY, ELKHART, IN, 46516
- Plan Type: 401(k)
- Total Participants: 590
- Total Assets: $43.3M
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 | 590 | $43.3M | $829,466 | $2.8M |
| 2023 | 507 | $33.5M | $595,179 | $2.2M |
| 2022 | 478 | $29.0M | $617,977 | $1.8M |
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 |
|---|---|---|---|---|
| AAFCPAS INC. | Auditor | $50,498 | — | $50,498 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,498
- Estimated Expense Ratio: 0.117% 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 | $155,682 | $41,593 | — | $50,498 | — |
| 2023 | $109,746 | $53,160 | — | $11,700 | — |
| 2022 | $87,583 | — | — | — | — |