Filings through Sep 24, 2026.

Retirement plan

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust

Name: SIMMONS PERRINE MOYER BERGMAN PLC - SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: SIMMONS PERRINE MOYER BERGMAN PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST, SIMMONS PERRINE MOYER BERGMAN PLC

Simmons Perrine Moyer Bergman PLCEIN 42-0665669Plan #002PY 2024

115 THIRD ST. SE STE. 1200 - CEDAR RAPIDS, IA 52401319-366-7641

Prospect flagsHigh assets / participantFund lineup: 14 funds, $50.7M

How to read this page

Total assets (EOY)

$56.8M

+14.9% from 2023

Total participants

154

+10.8% from 2023

Average account balance

$403,009

+9.2% from 2023

Annual return

14.08%

-2.60 pp from 2023

Benchmarks

See 6,297 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,297 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$9,292
EPIC RETIREMENT PLAN SERVICES7 years Service code 15 · EIN 16-1450952	Recordkeeping	$7,656
STEELE CAPITAL MANAGEMENT, INC.10+ years Service code 26 · EIN 42-1460565	Advisory (Participants)	$6,593
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$41

Fund lineup

CSV with Pro

14 funds of $250K or more; 21 lines in all, holding $50.7M of the plan's $56.8M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.

In collective trusts27%median 0% for plans of $50M to $250M (10,671 plans)

In index funds31%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series<1%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Strategic Roadmap Aggressive Charles Schwab · Collective trust	Charles Schwab	Collective trust	$13.8M	27.3%
Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index	Charles Schwab	Mutual fund	$10.0M	19.7%
Charles Schwab Strategic Roadmap Balanced Charles Schwab · Mutual fund	Charles Schwab	Mutual fund	$8.5M	16.7%
Charles Schwab Strategic Roadmap Growth Charles Schwab · Mutual fund	Charles Schwab	Mutual fund	$5.4M	10.6%
Vanguard Growth Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.9M	5.8%
Charles Schwab Strategic Roadmap Conservative Charles Schwab · Mutual fund	Charles Schwab	Mutual fund	$2.9M	5.7%
Charles Schwab Strategic Roadmap Moderate Charles Schwab · Mutual fund	Charles Schwab	Mutual fund	$2.8M	5.5%
Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$872K	1.7%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$815K	1.6%
Schwab International Index Fund Charles Schwab · Mutual fund Index	Charles Schwab	Mutual fund	$779K	1.5%

See the other 11 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2T3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$122 / participant

Recordkeeping$8K53.7%
Investment mgmt$7K46.3%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$9,292

EPIC RETIREMENT PLAN SERVICES7 years

Service code 15 · EIN 16-1450952

Recordkeeping

$7,656

STEELE CAPITAL MANAGEMENT, INC.10+ years

Service code 26 · EIN 42-1460565

Advisory (Participants)

$6,593

CHARLES SCHWAB & CO., INC.6 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

$41

Fund

Dollars

% of funds%

Strategic Roadmap Aggressive

Charles Schwab · Collective trust

$13.8M

27.3%

Schwab S&P 500 Index Fund

Charles Schwab · Mutual fund

Index

$10.0M

19.7%

Charles Schwab Strategic Roadmap Balanced

Charles Schwab · Mutual fund

$8.5M

16.7%

Charles Schwab Strategic Roadmap Growth

Charles Schwab · Mutual fund

$5.4M

10.6%

Vanguard Growth Index Fund

Vanguard · Mutual fund

Index

$2.9M

5.8%

Charles Schwab Strategic Roadmap Conservative

Charles Schwab · Mutual fund

$2.9M

5.7%

Charles Schwab Strategic Roadmap Moderate

Charles Schwab · Mutual fund

$2.8M

5.5%

Vanguard Mid-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$872K

1.7%

Vanguard Mid-Cap Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$815K

1.6%

Schwab International Index Fund

Charles Schwab · Mutual fund

Index

$779K

1.5%

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Simmons Perrine Moyer Bergman PLC 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion