Plan Snapshot
- Plan Sponsor: Flat Branch Mortgage, INC.
- Sponsor EIN: 202746596
- Sponsor Address: 3400 BUTTONWOOD DRIVE, COLUMBIA, MO, 652013720
- Plan Type: 401(k)
- Total Participants: 615
- Total Assets: $75.3M
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 | 615 | $75.3M | $1.6M | $3.0M |
| 2023 | 645 | $62.1M | $1.5M | $2.9M |
| 2022 | 610 | $54.7M | $1.5M | $3.0M |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL 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 | $125,262 | — | $125,262 | — | — |
| 2023 | $69,637 | — | $69,387 | — | — |
| 2022 | $52,300 | — | $52,300 | — | — |