Plan Snapshot
- Plan Sponsor: Thouvenot, Wade & Moerchen, INC.
- Sponsor EIN: 371042595
- Sponsor Address: 4940 OLD COLLINSVILLE ROAD, SWANSEA, IL, 622262001
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $25.4M
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 | 161 | $25.4M | $300,721 | $1.3M |
| 2023 | 154 | $22.0M | $276,873 | $1.1M |
| 2022 | 128 | $18.0M | $254,129 | $945,931 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,850 | — | $11,850 |
| KERBER, ECK & BRAECKEL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- KERBER, ECK & BRAECKEL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,850
- Estimated Expense Ratio: 0.047% 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 | -$15,238 | $11,850 | — | — | — |
| 2023 | -$14,230 | $9,771 | — | — | — |
| 2022 | -$13,161 | $7,405 | — | — | — |