Plan Snapshot
- Plan Sponsor: Douglas County Public Health Services Group, INC
- Sponsor EIN: 431747760
- Sponsor Address: PO BOX 1359, AVA, MO, 656081359
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 119 | $4.8M | $263,611 | $387,108 |
| 2023 | 104 | $3.8M | $217,534 | $310,995 |
| 2022 | 99 | $3.1M | $212,747 | $354,265 |
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 |
|---|---|---|---|---|
| THE WHITLOCK CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,284 | $13,103 | $20,181 | — | — |
| 2023 | $24,504 | $9,981 | $14,523 | — | — |
| 2022 | $20,543 | — | $17,517 | — | $3,026 |