Plan Snapshot
- Plan Sponsor: Own, INC.
- Sponsor EIN: 440581184
- Sponsor Address: 3213 S WEST BYPASS, SPRINGFIELD, MO, 658070913
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 208 | $24.0M | $1.3M | $1.2M |
| 2023 | 211 | $22.4M | $610,274 | $1.1M |
| 2022 | 205 | $19.7M | $641,315 | $949,657 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | INVESTMENT ADVISORY | — | $23,002 | $23,002 |
| ELLIOT, ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOT, ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,002
- Estimated Expense Ratio: 0.096% 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 | $38,471 | — | $2,674 | — | — |
| 2023 | $3,700 | — | $3,700 | — | — |
| 2022 | $16,452 | — | $8,012 | — | $8,440 |