Plan Snapshot
- Plan Sponsor: John Knox Village
- Sponsor EIN: 237365138
- Sponsor Address: 400 NW MURRAY ROAD, LEE S SUMMIT, MO, 64081
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,041
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,041 | $34.5M | $0 | $0 |
| 2024 | 827 | $33.3M | $584,843 | $2.1M |
| 2023 | 839 | $30.1M | $572,604 | $2.0M |
| 2022 | 990 | $27.5M | $518,641 | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | Investment Advisor | $75,000 | — | $75,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $67,416 | — | $67,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,416
- Estimated Expense Ratio: 0.412% 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 |
|---|---|---|---|---|---|
| 2025 | $6,633,375 | $79,974 | — | — | — |
| 2024 | $165,665 | $77,634 | — | — | — |
| 2023 | $133,888 | $75,181 | — | — | — |
| 2022 | $136,257 | $97,539 | $38,718 | — | — |