Plan Snapshot
- Plan Sponsor: Citizens Memorial Hospital District
- Sponsor EIN: 431142176
- Sponsor Address: 1500 NORTH OAKLAND, BOLIVAR, MO, 656133099
- Plan Type: DC
- Total Participants: 2,410
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | $40.9M | $0 | $0 |
| 2023 | 2,252 | $40.7M | $1.9M | $0 |
| 2022 | 2,136 | $36.4M | $3.6M | $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 |
|---|---|---|---|---|
| ELLIOTT, ROBINSON & CO., LLP | Auditor | $36,000 | — | $36,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT, ROBINSON & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,000
- Estimated Expense Ratio: 0.088% 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 | $282,542 | $199,019 | — | $36,000 | — |
| 2023 | $296,804 | $225,822 | — | $30,128 | — |
| 2022 | $367,064 | $256,691 | — | — | $33,125 |