Plan Snapshot
- Plan Sponsor: Commerce Bank And Trust Holding Company
- Sponsor EIN: 480876926
- Sponsor Address: 3035 SW TOPEKA BLVD, TOPEKA, KS, 666112122
- Plan Type: DC
- Total Participants: 158
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $29.6M | $85,000 | $0 |
| 2023 | 159 | $33.0M | $75,000 | $0 |
| 2022 | 165 | $34.1M | $75,000 | $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 |
|---|---|---|---|---|
| PFG | PLAN ADMINISTRATOR | $20,953 | — | $20,953 |
| CLIFTON LARSON ALLEN | ACCOUNTANT | $19,923 | — | $19,923 |
| THE BANK ADVISORY GROUP | VALUATION SERVICES | $15,320 | — | $15,320 |
| SHERMAN & HOWARD | LEGAL | $9,771 | — | $9,771 |
| MIZE CPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — ACCOUNTANT
- MIZE CPAS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,967
- Estimated Expense Ratio: 0.223% 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 | $65,969 | — | — | — | — |
| 2023 | $79,055 | — | — | — | — |
| 2022 | $66,263 | — | $32,013 | — | $16,625 |