# Simkins-Hallin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/simkins-hallin-inc-401k-plan

> Simkins-Hallin, INC.'s 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simkins-Hallin, INC.

- **Sponsor EIN:** 810228254

- **Sponsor Address:** 326 NORTH BROADWAY, BOZEMAN, MT, 59715

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

- **Total Participants:** 85

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|85|$10.9M|$291,593|$560,201|

| 2023|86|$10.7M|$309,606|$601,616|

| 2022|98|$9.3M|$299,780|$593,437|

## 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|INVESTMENT ADVISOR|$21,907|—|$21,907|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$16,894|—|$16,894|

| UNITED PENSION ADMINISTRATION|CONTRACT ADMIN|$9,247|—|$9,247|

| RUDD & COMPANY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUDD & COMPANY PLLC](https://planprovider.pro/provider/rudd-and-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,048

- **Estimated Expense Ratio:** 0.440% 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|$53,428|$25,767|$9,247|—|—|

| 2023|$76,831|$24,653|$8,755|—|—|

| 2022|$1,175|—|—|—|—|

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