Plan Snapshot
- Plan Sponsor: Todd & Sargent, INC.
- Sponsor EIN: 421432171
- Sponsor Address: 2905 SE 5TH ST, AMES, IA, 500107716
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $21.9M
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 | 298 | $21.9M | $613,006 | $956,730 |
| 2023 | 310 | $22.0M | $525,180 | $901,828 |
| 2022 | 228 | $17.3M | $689,911 | $762,640 |
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 | $75,652 | — | $75,652 | — | — |
| 2023 | $62,596 | — | $62,596 | — | — |
| 2022 | $84,580 | — | $84,580 | — | — |