# Independence Health Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/independence-health-systems-inc-401k-plan

> Independence Health Systems, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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