Plan Snapshot
- Plan Sponsor: Forvis Mazars, LLP
- Sponsor EIN: 440160260
- Sponsor Address: 910 E. ST. LOUIS STREET, SUITE 400, SPRINGFIELD, MO, 65806
- Plan Type: 401(k)
- Plan Number: 017
- Total Participants: 2,471
- Total Assets: $954.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,471 | $954.6M | $34.0M | $40.8M |
| 2023 | 2,855 | $783.7M | $25.3M | $32.2M |
| 2022 | 4,049 | $1.0B | $26.0M | $33.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS | Investment Advisor | $121,471 | — | $121,471 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $68,172 | — | $68,172 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $23,927 | — | $23,927 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS WEALTH ADVISORS — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,570
- Estimated Expense Ratio: 0.022% 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 | $189,844 | $121,622 | — | — | — |
| 2023 | $41,016 | $35,641 | $125 | — | — |
| 2022 | $23,774 | — | — | — | — |