Plan Snapshot
- Plan Sponsor: Inter-State Studio & Publishing Co.
- Sponsor EIN: 440563337
- Sponsor Address: 3500 SNYDER AVE, SEDALIA, MO, 65301
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $24.0M
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 | 481 | $24.0M | $528,298 | $1.4M |
| 2023 | 473 | $21.8M | $466,170 | $1.3M |
| 2022 | 513 | $20.5M | $429,082 | $1.3M |
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 |
|---|---|---|---|---|
| HOOD AND ASSOCIATES CPAS, P.C. | Auditor | $9,250 | — | $9,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,250
- Estimated Expense Ratio: 0.039% 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 | $101,993 | $42,895 | — | $9,250 | — |
| 2023 | $99,885 | $39,751 | — | $8,950 | — |
| 2022 | $110,348 | $45,532 | — | — | $64,816 |