Plan Snapshot
- Plan Sponsor: Btc Bank
- Sponsor EIN: 440170910
- Sponsor Address: 3606 MILLER STREET, BETHANY, MO, 64424
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $13.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 238 | $13.7M | $507,292 | $1.0M |
| 2023 | 227 | $11.0M | $422,500 | $816,842 |
| 2022 | 181 | $9.2M | $352,198 | $618,504 |
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 | $26,828 | $22,473 | $693 | — | — |
| 2023 | $29,658 | $18,870 | $6,788 | — | — |
| 2022 | $26,032 | $19,058 | $5,774 | — | $1,200 |