Plan Snapshot
- Plan Sponsor: Reilly Construction Company, INC.
- Sponsor EIN: 420818173
- Sponsor Address: PO BOX 99, OSSIAN, IA, 52161
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $17.4M
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 | 182 | $17.4M | $100,000 | $939,127 |
| 2023 | 217 | $15.2M | $100,000 | $997,672 |
| 2022 | 196 | $13.5M | $75,000 | $823,624 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | RIA | $41,906 | — | $41,906 |
| MIDWEST GROUP BENEFITS | TPA | $10,942 | — | $10,942 |
| HACKER, NELSON & CO., INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,848
- Estimated Expense Ratio: 0.303% 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 | $96,844 | $41,906 | $10,942 | — | — |
| 2023 | $81,792 | $34,767 | $10,430 | — | — |
| 2022 | $81,786 | $34,799 | — | — | $10,439 |