Plan Snapshot
- Plan Sponsor: Lincoln County Bancorp, INC.
- Sponsor EIN: 431250707
- Sponsor Address: 430 EAST WOOD ST., TROY, MO, 63379
- Plan Type: DC
- Total Participants: 203
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 203 | $27.0M | $550,954 | $926,909 |
| 2023 | 192 | $25.2M | $515,369 | $815,128 |
| 2022 | 185 | $21.5M | $476,662 | $761,664 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM, LLP | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.054% 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 | $47,309 | $12,500 | — | $14,500 | — |
| 2023 | $44,633 | $26,000 | $13,850 | — | — |
| 2022 | $44,552 | $25,600 | $18,952 | — | — |