# Sandberg, Phoenix & Von Gontard P.C 401(k) Plan
Source: https://planprovider.pro/companies/sandberg-phoenix-von-gontard-p-c-431186987-002

> Sandberg, Phoenix & Von Gontard P.C's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sandberg, Phoenix & Von Gontard P.C

- **Sponsor EIN:** 431186987

- **Sponsor Address:** 701 MARKET STREET, SUITE 600, ST. LOUIS, MO, 63101

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 365

- **Total Assets:** $92.9M

## 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|365|$92.9M|$1.4M|$4.7M|

| 2023|349|$86.3M|$1.4M|$4.5M|

| 2022|339|$73.1M|$1.2M|$4.1M|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$30,813|—|$30,813|

| CETERA INVESTMENT ADVISORS LLC|Other Service Provider|$30,000|—|$30,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,813

- **Estimated Expense Ratio:** 0.065% 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|$59,913|$30,000|—|—|—|

| 2023|$74,460|$40,000|—|—|—|

| 2022|$85,952|—|—|—|—|

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