# Simmons Perrine Moyer Bergman PLC 401(k) Plan
Source: https://planprovider.pro/companies/simmons-perrine-moyer-bergman-plc-401k-plan

> Simmons Perrine Moyer Bergman PLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simmons Perrine Moyer Bergman PLC

- **Sponsor EIN:** 420665669

- **Sponsor Address:** 115 THIRD ST. SE STE. 1200, CEDAR RAPIDS, IA, 52401

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

- **Total Participants:** 117

- **Total Assets:** $56.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|117|$56.8M|$1.6M|$1.3M|

| 2023|104|$49.4M|$1.5M|$1.2M|

| 2022|94|$43.7M|$1.4M|$1.2M|

## 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|

| CHARLES SCHWAB TRUST BANK|NONE|—|$9,292|$9,292|

| EPIC RETIREMENT PLAN SERVICES|NONE|$7,656|—|$7,656|

| STEELE CAPITAL MANAGEMENT, INC.|NONE|$6,593|—|$6,593|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [STEELE CAPITAL MANAGEMENT, INC.](https://planprovider.pro/provider/steele-capital-management-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,541

- **Estimated Expense Ratio:** 0.041% 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|$14,249|$6,593|—|—|—|

| 2023|$13,847|$7,066|—|—|—|

| 2022|$17,067|$9,010|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simmons-perrine-moyer-bergman-plc-401k-plan)

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