# Community Blood Center Of The Ozarks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/community-blood-center-of-the-ozarks-inc-431720170-001

> Community Blood Center Of The Ozarks, INC.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Blood Center Of The Ozarks, INC.

- **Sponsor EIN:** 431720170

- **Sponsor Address:** 220 W PLAINVIEW ROAD, SPRINGFIELD, MO, 65810

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

- **Plan Number:** 001

- **Total Participants:** 148

- **Total Assets:** $9.2M

## 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|148|$9.2M|$414,127|$540,601|

| 2023|152|$8.0M|$405,653|$499,774|

| 2022|153|$6.7M|$389,668|$472,150|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$24,741|—|$24,741|

| PRIME CAPITAL INVESTMENT ADVISORS L|Investment Advisor|$21,319|—|$21,319|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,060

- **Estimated Expense Ratio:** 0.498% 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|$46,060|$21,319|—|—|—|

| 2023|$37,775|$18,407|—|—|—|

| 2022|$37,309|$17,990|$19,319|—|—|

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