# John Knox Village 403(b) Plan
Source: https://planprovider.pro/companies/john-knox-village-403b-plan

> John Knox Village's 403(b) plan: 827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 827

- **Total Assets:** $33.3M

## 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.|

| 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$88,031|—|$88,031|

| CBIZ INVESTMENT ADVISORY SERVICES|INVESTMENT ADVISOR|$75,000|—|$75,000|

| CLIFTONLARSONALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN](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:** $163,031

- **Estimated Expense Ratio:** 0.490% 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|$165,665|$77,634|—|—|—|

| 2023|$133,888|$75,181|—|—|—|

| 2022|$136,257|$97,539|$38,718|—|—|

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