Plan Ledger DOL Form 5500 · updated monthly

Town and Country Financial Corporation401(k)

TOWN AND COUNTRY FINANCIAL CORPORATION SAVINGS INVESTMENT PLAN · SPRINGFIELD, IL · plan year 2022

Reported admin expense ratio · 2022
0.40%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Town and Country Financial Corporation reported $79,394 in plan administrative expenses for 2022: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is the 1,807th-largest of 3,702 plans among Illinois employers on file, and 459th of 786 in management of companies. In 2022, employees put in $1999.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,894,301
Participants with balances196
Active participants159
Employer contributions$464
Employee contributions$927,707
Employer contribution per active participant$3
Average account balance$91,297
Benefits paid to participants$1,531,162
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $67K emplr
2022$17.9M · 196 accts · $464 emplr
Administrative expenses, itemized · 2022
Investment management$19,393
Professional / advisory$60,001
Total administrative$79,394
The Town and Country Financial Corporation 401(k) match · 2022
Employer contribution per active participant$3
Median for plans this size$2,266

Town and Country Financial Corporation's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$79,394 · 0.40%
All plans at this employer2
TOWN AND COUNTRY FINANCIAL CORPORATION SAVINGS INVESTMENT PLAN401(k)
TOWN AND COUNTRY FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 371132244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.