# Heyl, Royster, Voelker & Allen P.C. 401(k) Plan
Source: https://planprovider.pro/companies/heyl-royster-voelker-allen-p-c-401k-plan

> Heyl, Royster, Voelker & Allen P.C.'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:** Heyl, Royster, Voelker & Allen P.C.

- **Sponsor EIN:** 370947290

- **Sponsor Address:** 300 HAMILTON BLVD, P.O. BOX 6199, PEORIA, IL, 61601

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

- **Total Participants:** 257

- **Total Assets:** $77.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|257|$77.3M|$811,155|$2.0M|

| 2023|268|$71.3M|$1.2M|$2.2M|

| 2022|292|$66.2M|$1.4M|$2.2M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$19,000|—|$19,000|

### Verified Provider Profiles

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

- [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:** $19,000

- **Estimated Expense Ratio:** 0.025% 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|$105,560|$452|—|$19,000|—|

| 2023|$100,915|$322|—|$19,005|—|

| 2022|$107,745|$20,214|—|—|$24,714|

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