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: 018
- Total Participants: 2,551
- Total Assets: $881.2M
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 | 2,551 | $881.2M | $34.0M | $40.4M |
| 2023 | 2,957 | $732.3M | $27.5M | $32.4M |
| 2022 | 1,319 | $240.3M | $24.2M | $879,049 |
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 | $145,517 | — | $145,517 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $60,692 | — | $60,692 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $23,129 | — | $23,129 |
| BEACON POINTE ADVISORS LLC | Investment Advisor | $8,164 | — | $8,164 |
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
- BEACON POINTE ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,502
- Estimated Expense Ratio: 0.027% 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 | $214,588 | $153,846 | — | — | — |
| 2023 | $21,088 | $15,188 | — | — | — |
| 2022 | — | — | — | — | — |