Plan Snapshot
- Plan Sponsor: Holden Conner Conmac, LLC
- Sponsor EIN: 710502347
- Sponsor Address: P.O. BOX 368, WEINER, AR, 724790368
- Plan Type: 401(k)
- Total Participants: 1,127
- Total Assets: $54.8M
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 | 1,127 | $54.8M | $2.0M | $3.2M |
| 2023 | 1,064 | $48.7M | $1.9M | $2.9M |
| 2022 | 938 | $40.1M | $1.7M | $2.6M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $24,967 | $66 | $25,033 |
| K COE ISOM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K COE ISOM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,033
- Estimated Expense Ratio: 0.046% 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 | $27,597 | $2,630 | $24,967 | — | — |
| 2023 | $23,375 | $4,651 | $18,724 | — | — |
| 2022 | $25,516 | $5,065 | $20,451 | — | — |