Plan Snapshot
- Plan Sponsor: Boone Health, INC.
- Sponsor EIN: 850769204
- Sponsor Address: 1600 E. BROADWAY, COLUMBIA, MO, 65201
- Plan Type: 403(b)
- Total Participants: 103
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $17.7M | $0 | $0 |
| 2023 | 127 | $17.4M | $2,552 | $0 |
| 2022 | 187 | $16.2M | $4,433 | $1.3M |
| 2021 | 201 | $19.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $14,567 | — | — | — | — |
| 2023 | $17,721 | — | — | — | — |
| 2022 | $19,840 | — | — | — | — |
| 2021 | $11,248 | — | — | — | — |