# The Conlan Company 401(k) Plan
Source: https://planprovider.pro/companies/the-conlan-company-401k-plan

> The Conlan Company's 401(k) plan: 621 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Conlan Company

- **Sponsor EIN:** 581751974

- **Sponsor Address:** 1850 PARKWAY PLACE, SUITE 1200, MARIETTA, GA, 30067

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

- **Total Participants:** 621

- **Total Assets:** $21.4M

## 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|621|$21.4M|$242,814|$1.6M|

| 2023|785|$17.8M|$222,194|$1.4M|

| 2022|791|$14.7M|$203,093|$1.3M|

## 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|

| SMITH ADCOCK AND COMPANY|Auditor|—|—|$0|

## 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|$17,883|$14,583|$2,600|—|—|

| 2023|$15,706|$11,506|$3,800|—|—|

| 2022|$13,521|—|—|—|—|

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