Plan Snapshot
- Plan Sponsor: Citizens Memorial Hospital District
- Sponsor EIN: 431142176
- Sponsor Address: 1500 NORTH OAKLAND, BOLIVAR, MO, 656133099
- Plan Type: 403(b)
- Total Participants: 2,410
- Total Assets: $91.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,410 | $91.2M | $3.6M | $9.4M |
| 2023 | 2,252 | $76.0M | $1.0M | $8.2M |
| 2022 | 2,136 | $62.0M | $937,856 | $7.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $157,886 | — | $157,886 |
| CBIZ FINANCIAL SOLUTIONS INC. | Investment Advisor | $45,660 | — | $45,660 |
| FORVIS WEALTH ADVISORS LLC | Investment Advisor | $7,942 | — | $7,942 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- FORVIS WEALTH ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,488
- Estimated Expense Ratio: 0.232% 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 | $164,065 | $61,965 | — | — | — |
| 2023 | $88,396 | — | — | $3,872 | — |
| 2022 | $92,314 | — | — | — | — |