Plan Snapshot
- Plan Sponsor: Hall, Render, Killian, Heath & Lyman, PC
- Sponsor EIN: 351427161
- Sponsor Address: 500 N. MERIDIAN STREET, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $142.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $142.5M | $3.9M | $3.7M |
| 2023 | 313 | $135.5M | $3.9M | $3.4M |
| 2022 | 296 | $118.2M | $3.6M | $3.1M |
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 |
|---|---|---|---|---|
| MERRIL LYNCH CONSULTING SERVICES | ADVISOR | $60,000 | — | $60,000 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $49,941 | — | $49,941 |
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,941
- Estimated Expense Ratio: 0.077% 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 | $137,573 | $60,000 | $69,024 | — | — |
| 2023 | $169,806 | $60,322 | $100,395 | — | — |
| 2022 | $206,262 | $75,000 | $131,262 | — | — |