Plan Snapshot
- Plan Sponsor: Lester E. Cox Medical Centers
- Sponsor EIN: 440577118
- Sponsor Address: 1423 NORTH JEFFERSON AVENUE, SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $183.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 232 | $183.0M | $9.7M | $5.6M |
| 2023 | 288 | $150.4M | $11.5M | $5.4M |
| 2022 | 284 | $119.6M | $6.0M | $5.1M |
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 |
|---|---|---|---|---|
| CITY NATIONAL ROCHDALE, LLC | Investment Advisor | $250,867 | — | $250,867 |
| PENSION CONSULTANTS | Investment Advisor | $49,655 | — | $49,655 |
| ONEAMERICA RETIREMENT SERVICES | Recordkeeper | $23,305 | — | $23,305 |
| INTEGRATED ADVISORS NETWORK, LLC | Investment Advisor | $16,513 | — | $16,513 |
| MORNINGSTAR INVESTMENT SERVICE | Investment Advisor | $7,773 | — | $7,773 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $348,113
- Estimated Expense Ratio: 0.190% 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 | $348,159 | $321,416 | $3,438 | — | — |
| 2023 | $216,817 | $193,027 | $3,187 | — | — |
| 2022 | $172,632 | $162,839 | $6,641 | — | — |