# Simmons Hanly Conroy LLP 401(k) Plan
Source: https://planprovider.pro/companies/simmons-hanly-conroy-401k-plan

> Simmons Hanly Conroy LLP's 401(k) plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$73,011|—|$73,011|

| RAYMOND JAMES AND ASSOCIATES, INC.|CONSULTANT|—|$7,000|$7,000|

| MARKSNELSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES AND ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — CONSULTANT

- [MARKSNELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,011

- **Estimated Expense Ratio:** 0.063% 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|$73,011|—|$73,011|—|—|

| 2023|$78,125|—|$78,125|—|—|

| 2022|$63,012|—|$63,012|—|—|

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