Plan Snapshot
- Plan Sponsor: Midwest Regional Bancorp INC
- Sponsor EIN: 208080592
- Sponsor Address: 363 FESTUS CENTRE DR, FESTUS, MO, 63028
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 123 | $8.8M | $493,911 | $593,726 |
| 2023 | 121 | $7.3M | $465,799 | $505,642 |
| 2022 | 121 | $6.6M | $434,996 | $520,780 |
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 |
|---|---|---|---|---|
| THE WHITLOCK COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,530 | — | — | — | — |
| 2023 | $30,702 | — | — | — | — |
| 2022 | $43,554 | — | $41,254 | — | $2,300 |