Plan Snapshot
- Plan Sponsor: Independence Health Systems, INC.
- Sponsor EIN: 430926316
- Sponsor Address: 800 SOUTH KINGSHIGHWAY, PERRYVILLE, MO, 63775
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 126 | $2.0M | $68,035 | $155,185 |
| 2023 | 110 | $2.0M | $61,925 | $139,453 |
| 2022 | 102 | $1.6M | $48,388 | $128,548 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $10,448 | — | $10,448 |
| THE BANK OF MISSOURI | ADVISOR | $8,246 | — | $8,246 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,694
- Estimated Expense Ratio: 0.938% 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 | $18,694 | $8,246 | $10,448 | — | — |
| 2023 | $17,057 | $7,090 | $7,031 | — | — |
| 2022 | $17,283 | $6,798 | $9,635 | — | $850 |