# Hall, Render, Killian, Heath & Lyman, PC 401(k) Plan
Source: https://planprovider.pro/companies/hall-render-killian-heath-lyman-pc-401k-plan

> Hall, Render, Killian, Heath & Lyman, PC's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/blue-and-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|—|—|

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