Plan Snapshot
- Plan Sponsor: First State Bancshares, INC.
- Sponsor EIN: 431345560
- Sponsor Address: 201 EAST COLUMBIA STREET, FARMINGTON, MO, 63640
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 654
- Total Assets: $0
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 | 654 | $0 | $0 | $0 |
| 2023 | 654 | $0 | $0 | $0 |
| 2022 | 731 | $0 | $0 | $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 |
|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | Other Service Provider | $863,323 | — | $863,323 |
| FIRST STATE INSURANCE AGENCY | Other Service Provider | $237,968 | — | $237,968 |
| CONSOCIATE GROUP | Other Service Provider | $144,921 | — | $144,921 |
| SHARX PBM SPECIALTY PROGRAM | Other Service Provider | $70,193 | — | $70,193 |
| HEALTH LINK | Other Service Provider | $48,784 | — | $48,784 |
| BJC WELLBEING PROGRAM | Other Service Provider | $45,033 | — | $45,033 |
| D2E - DIRECT TO EMPLOYER | Other Service Provider | $30,510 | — | $30,510 |
| PRECEDENCE | Other Service Provider | $14,645 | — | $14,645 |
| TELADOC | Other Service Provider | $10,219 | — | $10,219 |
| PHIA PACE PROGRAM | Other Service Provider | $9,153 | — | $9,153 |
| HEALTHCARE BLUEBOOK | Other Service Provider | $7,628 | — | $7,628 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,482,377
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |