Plan Snapshot
- Plan Sponsor: R.W. Troxell & Company
- Sponsor EIN: 370902741
- Sponsor Address: 214 S. GRAND AVE. WEST, SPRINGFIELD, IL, 62704
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $17.9M
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 | 105 | $17.9M | $357,800 | $761,215 |
| 2023 | 98 | $15.8M | $346,494 | $706,622 |
| 2022 | 97 | $15.0M | $288,108 | $627,842 |
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 |
|---|---|---|---|---|
| CRUMLY AND ASSOCIATES INCORPORATED, | NONE | $25,478 | — | $25,478 |
| FIDUCIARY CONSULTING GROUP, INC | NONE | $25,478 | — | $25,478 |
| AMERITAS LIFE INSURANCE CORP | NONE | $12,672 | — | $12,672 |
| KERBER, ECK & BRAECKEL LLP | NONE | $10,950 | — | $10,950 |
| CHARLES SCHWAB BANK | NONE | $5,048 | — | $5,048 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CRUMLY AND ASSOCIATES INCORPORATED, — NONE
- AMERITAS LIFE INSURANCE CORP — NONE
- KERBER, ECK & BRAECKEL LLP — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,626
- Estimated Expense Ratio: 0.446% 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 | $79,626 | $25,478 | $38,150 | $10,950 | — |
| 2023 | $72,035 | $21,759 | $42,699 | — | — |
| 2022 | $79,080 | $25,523 | $43,707 | — | $9,850 |