Plan Snapshot
- Plan Sponsor: Freeman Health System
- Sponsor EIN: 431704371
- Sponsor Address: 1102 WEST 32ND STREET, JOPLIN, MO, 648043503
- Plan Type: 403(b)
- Total Participants: 4,778
- Total Assets: $213.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 4,778 | $213.3M | $0 | $16.3M |
| 2023 | 4,672 | $186.7M | $2,419 | $15.2M |
| 2022 | 4,515 | $163.2M | $72 | $14.2M |
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 | $27,931 | — | $27,931 |
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: $27,931
- Estimated Expense Ratio: 0.013% 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 | $607,381 | $123,171 | $456,279 | $27,931 | — |
| 2023 | $549,620 | $120,697 | $401,702 | $27,221 | — |
| 2022 | $564,415 | $154,194 | $410,221 | — | — |