# Thalhimer, INC. DC Plan
Source: https://planprovider.pro/companies/morton-g-thalhimer-inc-plan-004

> Thalhimer, INC.'s DC plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thalhimer, INC.

- **Sponsor EIN:** 541178996

- **Sponsor Address:** 11100 W. BROAD STREET, GLEN ALLEN, VA, 23060

- **Plan Type:** DC

- **Total Participants:** 314

- **Total Assets:** $60.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|314|$60.1M|$1.0M|$0|

| 2023|309|$57.7M|$2.6M|$0|

| 2022|285|$50.1M|$2.0M|$0|

## 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|

| HANTZMON WIEBEL LLP|Auditor|$20,900|—|$20,900|

### Verified Provider Profiles

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

- [HANTZMON WIEBEL LLP](https://planprovider.pro/provider/hantzmon-wiebel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,900

- **Estimated Expense Ratio:** 0.035% 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|$113,657|—|—|$20,900|—|

| 2023|$110,564|—|—|$20,400|—|

| 2022|$99,977|—|—|—|$99,977|

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