# Hall & Evans, LLC DC Plan
Source: https://planprovider.pro/companies/hall-evans-llc-plan

> Hall & Evans, LLC's DC plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hall & Evans, LLC

- **Sponsor EIN:** 841225924

- **Sponsor Address:** 1001 SEVENTEENTH STREET SUITE 300, DENVER, CO, 80202

- **Plan Type:** DC

- **Total Participants:** 223

- **Total Assets:** $45.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|223|$45.3M|$1.3M|$1.8M|

| 2023|227|$40.8M|$1.2M|$1.7M|

| 2022|199|$35.7M|$1.0M|$1.5M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|$73,291|$65,124|—|—|—|

| 2023|$58,054|$58,054|—|—|—|

| 2022|$6,795|—|$6,795|—|—|

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