# R.W. Troxell & Company 401(k) Plan
Source: https://planprovider.pro/companies/r-w-troxell-company-401k-plan

> R.W. Troxell & Company's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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,](https://planprovider.pro/provider/troxell-financial) — NONE

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [KERBER, ECK & BRAECKEL LLP](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r-w-troxell-company-401k-plan)

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