# Connor Co. 401(k) Plan
Source: https://planprovider.pro/companies/connor-co-401k-plan

> Connor Co.'s 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connor Co.

- **Sponsor EIN:** 370366580

- **Sponsor Address:** 2800 N. E. ADAMS STREET, PEORIA, IL, 616032806

- **Plan Type:** 401(k)

- **Total Participants:** 257

- **Total Assets:** $65.5M

## 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|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.|FINANCIAL ADVISOR|$45,184|—|$45,184|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$31,561|—|$31,561|

| CHARLES SCHWAB TRUST BANK|TRUSTEE|—|$22,439|$22,439|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVID VAUGHAN INVESTMENTS, INC.](https://planprovider.pro/provider/david-vaughan-investments-llc) — FINANCIAL ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,184

- **Estimated Expense Ratio:** 0.151% 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|$76,746|$45,185|—|—|—|

| 2023|$78,073|$40,902|—|—|—|

| 2022|$91,316|$46,550|$44,766|—|—|

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