Plan Snapshot
- Plan Sponsor: Central Methodist University
- Sponsor EIN: 430654854
- Sponsor Address: 411 CENTRAL METHODIST SQUARE, FAYETTE, MO, 652481198
- Plan Type: 403(b)
- Total Participants: 351
- Total Assets: $42.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 351 | $42.7M | $948,991 | $1.3M |
| 2023 | 326 | $40.0M | $890,019 | $1.1M |
| 2022 | 302 | $35.1M | $878,038 | $1.1M |
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 |
|---|---|---|---|---|
| WILLIAMS-KEEPERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS LLC — 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 | $24,259 | $14,445 | — | — | — |
| 2023 | $22,772 | $6,740 | — | $6,750 | — |
| 2022 | $30,064 | — | $30,064 | — | — |