# Klingner & Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/klingner-associates-p-c-401k-plan

> Klingner & Associates, P.C.'s 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klingner & Associates, P.C.

- **Sponsor EIN:** 371179355

- **Sponsor Address:** 616 NORTH 24TH STREET, QUINCY, IL, 62301

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

- **Total Participants:** 149

- **Total Assets:** $38.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|149|$38.5M|$1.0M|$1.2M|

| 2023|144|$36.4M|$505,121|$1.1M|

| 2022|133|$29.8M|$731,115|$923,673|

## 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|

| ACEC RETIREMENT TRUST|OTHER|$47,236|—|$47,236|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$12,180|—|$12,180|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,594|—|$7,594|

| GRAY HUNTER STENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRAY HUNTER STENN LLP](https://planprovider.pro/provider/gray-hunter-stenn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,010

- **Estimated Expense Ratio:** 0.174% 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|$67,010|$7,594|—|—|—|

| 2023|$56,944|$6,415|—|—|—|

| 2022|$47,546|—|$47,546|—|—|

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