Plan Snapshot
- Plan Sponsor: Connor Co.
- Sponsor EIN: 370366580
- Sponsor Address: 2800 N. E. ADAMS STREET, PEORIA, IL, 616032806
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 290
- Total Assets: $70.3M
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. |
|---|---|---|---|---|
| 2025 | 290 | $70.3M | $0 | $0 |
| 2024 | 257 | $65.5M | $2.3M | $1.2M |
| 2023 | 239 | $59.8M | $2.2M | $1.2M |
| 2022 | 230 | $50.9M | $2.1M | $1.2M |
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 |
|---|---|---|---|---|
| DAVID VAUGHAN INVESTMENTS, INC. | Investment Advisor | $47,027 | — | $47,027 |
| ALLIANCE PENSION CONSULTANTS, LLC | Recordkeeper | $35,307 | — | $35,307 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | — | $22,204 | $22,204 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,538
- Estimated Expense Ratio: 0.149% 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 |
|---|---|---|---|---|---|
| 2025 | $7,595,766 | $47,027 | — | — | — |
| 2024 | $76,746 | $45,185 | — | — | — |
| 2023 | $78,073 | $40,902 | — | — | — |
| 2022 | $91,316 | $46,550 | $44,766 | — | — |