Plan Snapshot
- Plan Sponsor: Missouri Cardiovascular Specialists, LLP
- Sponsor EIN: 431566193
- Sponsor Address: 1605 EAST BROADWAY, COLUMBIA, MO, 65201
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $48.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $48.9M | $1.1M | $809,237 |
| 2023 | 97 | $44.0M | $919,928 | $736,437 |
| 2022 | 90 | $40.1M | $896,979 | $740,188 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $55,164 | — | $55,164 |
| GENEX CONSULTING | Other Service Provider | $46,994 | — | $46,994 |
| CHARLES SCHWAB | Investment Advisor | $35,601 | — | $35,601 |
| FIDELITY BROKERAGE SERVICES, LLC | Investment Advisor | $33,325 | — | $33,325 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | Investment Advisor | $25,047 | — | $25,047 |
| INTERACTIVE BROKERS | Investment Advisor | $14,056 | — | $14,056 |
| COMMERCE BANK | Investment Advisor | $13,701 | — | $13,701 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- NORTHWESTERN MUTUAL WEALTH MANAGEME — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,888
- Estimated Expense Ratio: 0.458% 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 | $229,135 | $173,971 | — | — | — |
| 2023 | $221,763 | — | — | — | — |
| 2022 | $222,043 | — | — | — | — |