# Commerce Bank & Trust Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/commerce-bank-trust-holding-company-401k-plan

> Commerce Bank & Trust Holding Company's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commerce Bank & Trust Holding Company

- **Sponsor EIN:** 480876926

- **Sponsor Address:** 3035 SW TOPEKA BOULEVARD, TOPEKA, KS, 666112122

- **Plan Type:** 401(k)

- **Total Participants:** 222

- **Total Assets:** $22.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|222|$22.9M|$530,474|$1.2M|

| 2023|240|$20.5M|$543,689|$1.2M|

| 2022|239|$17.0M|$503,745|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$62,850|—|$62,850|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT|$17,991|—|$17,991|

| MIZE CPAS INC.|Auditor|$17,989|—|$17,989|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT

- [MIZE CPAS INC.](https://planprovider.pro/provider/mize-cpas-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,830

- **Estimated Expense Ratio:** 0.431% 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|$80,840|—|$62,851|$17,989|—|

| 2023|$69,110|—|$51,121|$17,989|—|

| 2022|$63,728|—|$48,085|—|$15,643|

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