Plan Snapshot
- Plan Sponsor: Freedom Bank Of Southern Missouri
- Sponsor EIN: 431862603
- Sponsor Address: 97 SOUTH MAIN, CASSVILLE, MO, 65625
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 98
- 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. |
|---|---|---|---|---|
| 2025 | 98 | $0 | $0 | $0 |
| 2024 | 87 | $288,731 | $1.0M | $121,683 |
| 2023 | 83 | $45,766 | $860,638 | $88,799 |
| 2022 | 87 | $13,632 | $757,770 | $76,122 |
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 |
|---|---|---|---|---|
| SHOW-ME HEALTH ADMINISTRATORS LLC | Other Service Provider | $29,482 | — | $29,482 |
| ONEDIGITAL (CLJM, LLC. DBA HM BENEF | Investment Advisor | $27,880 | — | $27,880 |
| CIGNA | Other Service Provider | $22,290 | — | $22,290 |
| VALENZ CARE DBA INETICO LLC | Other Service Provider | $7,248 | — | $7,248 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,900
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 |
|---|---|---|---|---|---|
| 2025 | $195,441 | — | — | — | — |
| 2024 | $857,004 | — | — | — | — |
| 2023 | $947,255 | — | — | — | — |
| 2022 | $953,290 | — | — | — | — |