Plan Snapshot
- Plan Sponsor: Simmons Hanly Conroy LLP
- Sponsor EIN: 371387830
- Sponsor Address: 1 COURT STREET, ALTON, IL, 620026267
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $126.9M
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 | 425 | $126.9M | $4.7M | $5.1M |
| 2023 | 405 | $114.9M | $4.2M | $4.6M |
| 2022 | 352 | $94.5M | $3.7M | $3.9M |
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 |
|---|---|---|---|---|
| MARKSNELSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARKSNELSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,011 | — | $73,011 | — | — |
| 2023 | $78,125 | — | $78,125 | — | — |
| 2022 | $63,012 | — | $63,012 | — | — |