Plan Snapshot
- Plan Sponsor: Larson Financial Group, LLC
- Sponsor EIN: 204773945
- Sponsor Address: 100 N. BROADWAY, ST. LOUIS, MO, 63102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 221
- Total Assets: $12.2M
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 | 221 | $12.2M | $663,946 | $1.3M |
| 2023 | 179 | $9.3M | $599,541 | $1.2M |
| 2022 | 188 | $7.2M | $474,514 | $1.0M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,134 | — | $2,134 | — | — |
| 2023 | $2,110 | — | $2,110 | — | — |
| 2022 | $2,049 | — | $2,049 | — | — |