Plan Snapshot
- Plan Sponsor: Lincoln County Bancorp, INC
- Sponsor EIN: 431250707
- Sponsor Address: PO BOX G, TROY, MO, 63379
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 280
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 280 | $15.9M | $0 | $0 |
| 2024 | 187 | $14.4M | $548,546 | $0 |
| 2023 | 192 | $12.0M | $516,635 | $0 |
| 2022 | 185 | $11.0M | $475,465 | $0 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $41,994 | — | $41,994 |
| ANDERS MINKLER HUBER & HELM, LLP | Other Service Provider | $15,074 | — | $15,074 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,068
- Estimated Expense Ratio: 0.360% 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 | $1,295,906 | — | — | $15,074 | — |
| 2024 | $42,123 | — | — | $14,500 | — |
| 2023 | $38,899 | — | — | $13,500 | — |
| 2022 | $35,143 | — | — | — | $35,143 |