Plan Snapshot
- Plan Sponsor: The Daniel And Henry Co.
- Sponsor EIN: 430634945
- Sponsor Address: 1001 HIGHLANDS PLAZA DR. WEST, ST. LOUIS, MO, 63110
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 124 | $23.0M | $387,828 | $853,281 |
| 2023 | 115 | $22.8M | $322,829 | $812,168 |
| 2022 | 119 | $22.4M | $307,902 | $832,267 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $83,506 | $41,246 | — | — | — |
| 2023 | $83,525 | $41,069 | — | — | — |
| 2022 | $85,409 | $41,801 | — | — | — |