Plan Snapshot
- Plan Sponsor: Freeman Health System
- Sponsor EIN: 431704371
- Sponsor Address: 1102 WEST 32ND STREET, JOPLIN, MO, 648043503
- Plan Type: 401(k)
- Total Participants: 4,631
- Total Assets: $119.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,631 | $119.6M | $6.5M | $0 |
| 2023 | 4,525 | $107.5M | $6.2M | $0 |
| 2022 | 4,401 | $94.8M | $5.5M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $21,105 | — | $21,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,105
- Estimated Expense Ratio: 0.018% 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 | $338,815 | $67,313 | $250,397 | $21,105 | — |
| 2023 | $312,921 | $67,288 | $225,945 | $19,688 | — |
| 2022 | $331,491 | $97,630 | $233,861 | — | — |